The Integration App allows you to sync deals in HubSpot as sales orders in NetSuite.
HubSpot deal to NetSuite sales order (add)
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Included in the April ’22 release The flow exports the deals from HubSpot and imports them into NetSuite as sales orders. This is a batch flow that syncs successfully closed deals from HubSpot to NetSuite as sales orders. After importing the deals to NetSuite sales orders, this flow writes back the NetSuite’s Salesorder ID in the deal record of HubSpot.
Configure and run the flow
- In integrator.io, click the HubSpot – NetSuite Integration App tile.
- Go to Settings > Integration flows > Deals.
- Select Pipeline and Stage from the dropdown.
Get deals from HubSpot: You obtain the deals from HubSpot that have been modified since the last flow run time from the output. This output retrieves all deal stages as you supply HubSpot credentials. Only deals without NetSuite IDs are obtained due to the output filter configuration.
Lookup company associated with the deal: This export lookup helps you in exporting the company associated with the deal.
Lookup Line Id associated with a deal: This export lookup helps you in exporting all the line items associated with your HubSpot id.
Post Sales orders to NetSuite: This import helps you to post the sales orders from HubSpot to NetSuite. The default mappings are shown below.
The lineItems[*].properties.hs_sku is a unique field throughout the flow, mapped via a dynamic lookup.
Post ID writeback to HubSpot: This import helps to write back the NetSuite sales order ID back to the HubSpot deal record.