Hubspot And Netsuite Integration Made Easy

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In recent years, every person from online marketing will certainly not have been able to avoid the topics of inbound marketing, marketing automation, and lead nurturing. Anyone who has subsequently dealt with the profitable implementation of these thematic focal points in their own corporate environment will have repeatedly come across HubSpot’s software solution. HubSpot positions itself as an “all-in-one solution” in this context around the topics mentioned above.

NetSuite Software is an online service that enables companies to manage all key business processes in a single system. In this article, we want to find out and explain how to bring these two powerful tools together. Hubspot and NetSuite integration is an important topic if you really want to get the most out of your online marketing.

What is HubSpot?

Before the question of what HubSpot actually is can be answered, the marketing method “inbound marketing” with which HubSpot is closely linked must first be defined in more detail. Basically, inbound marketing should help companies to accompany potential customers with valuable content along the customer journey. The potential customer should be so convinced of the product or service that he executes the transaction. According to the HubSpot definition, the inbound marketing process can be divided into five phases.

  • Attract: The creation of high-quality content, which is intended to solve the problems of the previously unknown user on an informational level, increases the company’s own perception and is intended to develop the unknown user into a returning website user.
  • Convert: In this phase, it is important to develop the website visitor into a qualified lead with trustworthy content.
  • Close: In this process step, the qualified lead should be brought to a conclusion with the help of 1-to-1 communication from the sales team.
  • Relevance of keywords: Websites whose content contains keywords that Internet users search for having a higher chance of getting to the top than websites that completely ignore the terms users type into search engines.
  • Delight: After the actual conclusion, the customer should be constantly provided with further information so that he can convince his own partners of the product or service as an “advocate”.

In order for the inbound marketing process to successfully map the customer journey of a potential customer, the processes from the three company areas of marketing, sales and service must be linked and coordinated. This is where HubSpot’s clear USP becomes visible because HubSpot masters the challenge of linking the three divisions in a single system. The other advantages HubSpot offers are explained in the next section.

hubspot dashboard

What is NetSuite?

NetSuite Software is an online service that enables companies to manage all key business processes in a single system. The service includes no hardware, no large and upfront license fees, no maintenance costs associated with hardware or software, and no complex installations.

Businesses use NetSuite for enterprise resource planning (ERP) and inventory management, tracking their finances, hosting e-commerce stores, and maintaining customer relationship management (CRM) systems. This flexible platform can be used for a range of business applications.

Many companies are turning to the cloud to deploy their business systems to reduce operational costs and increase their competitive advantage.

NetSuite dashboard

NetSuite features at a glance

  • ERP – NetSuite ERP runs your key financial business processes in the cloud: accounting, warehousing, supply chain, and order management.
  • Customer Relationship Management (CRM) – NetSuite is the only on-demand CRM system that gives you a true 360-degree view of your customers.
  • Professional Services Automation (PSA) – NetSuite PSA helps you accurately plan, track and execute projects.
  • One Database, One System – Real-time, a unified global business management platform to manage operations that affect multiple countries, currencies, languages ​​, and subsidiaries.
  • E-Commerce – Unify every step of your web store, from point of sale and order management to marketing, merchandising, inventory, finance, and support.
  • Retail – NetSuite offers a powerful, cloud-based retail software solution, tailored specifically to the needs of your customers.
  • Manufacturing – NetSuite’s manufacturing solution allows you to focus on delivering products and services while gaining flexibility for scalable growth.
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NetSuite is cloud-based ERP software designed to help its users achieve growth and drive innovation. The main functions of the software include financial management, order management, manufacturing management, supply chain management, warehousing, warehouse management, and procurement. In addition, NetSuite includes integrated business intelligence, in which data can be collected in a dashboard and actionable business insights can be extracted. Oracle NetSuite can be supplemented with functions and customized as the company grows.

HubSpot benefits

With HubSpot as a software solution, you and your team get everything that makes the inbound heart beat faster. Probably the biggest advantage is that with HubSpot you can find all the important data in one place. In addition, you can check the status quo of your account at any time without much effort with the help of a comprehensive HubSpot audit. Marketing as well as sales and service teams benefit from the user-friendly interface of the platform and always have all information at a glance. In the free CRM, the activities of your contacts can be tracked and targeted measures can be taken so that they, for example, move to the next level of the life cycle stage.

Above all, the Marketing Automation Tool can help your marketing and sales strategy to generate more leads through automation while simplifying tedious processes at the same time. There are also numerous other marketing tools, including e-mail marketing, landing pages, content strategy, social media, and Google Ads.

What would an all-in-one software solution be without the right analyzes and evaluations? Right, not worth much. However, you don’t have to do without that with HubSpot. With the help of integrated analysis tools, individual reports can be easily created.

Another advantage: HubSpot is also suitable for non-programmers. So you don’t have to hope that a team member has extensive IT knowledge to be able to use the software.

With HubSpot as an all-in-one inbound software, you have everything you need to turn unknown prospects into high-quality leads that have the potential to become customers and advocates for your company.

The main components of HubSpot: The HubSpot hubs at a glance

The heart of HubSpot is the CRM system, which houses a large amount of contact and company information, supports activity and touchpoint tracking, and acts as a link between the three areas of marketing, sales, and service.

In order to be able to map these three company areas in a single system, HubSpot consists of the three system components HubSpot Marketing, HubSpot Sales, and HubSpot Service in addition to the CRM. In addition, HubSpot provides the tools via its own CMS hub to create your own powerful and optimized website.

While HubSpot’s CRM system is basically free of charge, the three hubs – depending on the number of employees, size of the contact and company data records, and the required range of functions – can be selected from the three variants Starter, Professional, and Enterprise. With the CMS Hub, you can choose between a professional and an enterprise version, which differ in terms of functionality.

NetSuite dashboard

Contact data management with the free HubSpot CRM

Basically, the term “Customer Relationship Management” (short: CRM) stands for customer relationship management. The aim is to place a direct relationship with different stakeholders (e.g. (potential) customers, suppliers, colleagues, etc.) at the forefront of the organization and at the same time to encourage interaction with them. CRM systems (such as HubSpot) are used for these defined goals, with which e.g. customer loyalty is strengthened, sales processes are mapped and optimized and the company’s own profitability is increased.

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The contact or company interface in HubSpot collects all the important information about a contact or company so that all information can be tracked. In addition to basic information about a contact or company on the left and information about an associated company, possible deal or existing ticket on the right, the current interactions (messages, phone calls, notes, etc.) are displayed in the middle of the image section.

Get more leads and conversions with the HubSpot Marketing Hub

With a variety of different inbound marketing tools, the Marketing Hub supports you in generating traffic and leads for your company. These tools help to completely map an entire inbound marketing campaign – from traffic generation to lead capture and lead nurturing:

  • Traffic generation: HubSpot provides a number of tools for various online marketing disciplines so that Internet users can reach the company website. With a HubSpot-hosted blog, you can write search engine-relevant blog articles that can generate organic traffic. In addition, connecting your own social media accounts (e.g. Twitter, Facebook, LinkedIn) to HubSpot makes it possible to control and evaluate these accounts via a single platform.
  • Lead acquisition and maintenance: As soon as website visitors are on your own company website, the creation of landing pages and contact forms can be used to exchange the user’s contact details for further content (e.g. e-books, case studies, etc.) collected. The advantage of the HubSpots system is that it is very easy to create landing pages and contact forms using templates and much more. a. can be created without a web developer. In addition, the landing pages can be personalized for different users with smart content, which means that higher conversion rates can be achieved.
  • Lead nurturing: As soon as a website user has entered their contact details in the contact form and has completed the double opt-in process provided by HubSpot, the contact details are stored in the CRM system. From this point on, HubSpot lead nurturing can begin: With the help of marketing automation and an individually created lead scoring system, leads can be nurtured with appropriate content in order to develop them – step by step – from marketing qualified leads to sales qualified lead. Among other things, Personalized e-mail campaigns are planned, which should automatically advance the customer in the sales process. In addition, the use of live chat and chatbots can establish direct customer interaction and resolve the latest potential customer questions in real-time and as efficiently as possible.

Accelerated sales processes with the HubSpot Sales Hub

Not only can your own sales process be mapped quickly and easily in HubSpot, but HubSpot also acts as the central controller of the deal pipeline. Not only can new deals be created in the HubSpot Sales Hub user interface, but they can also be moved along the deal and lifecycle phases.

With this representation, no sales employee loses sight of what is important, the potential customer. In addition, repetitive tasks (e.g. deal assignments, follow-up, notifications) can be automated via automated workflows. Custom dashboards and reports can be created to track the success of the sales process.

As already described in the CRM section, the HubSpot CRM helps the sales team to clearly present all the detailed information about a prospect and to use this information for sales acquisition.

For example, HubSpot can let you know if an important prospect just visited your pricing page or if a sent email was opened by the customer. As soon as this case (defined by you) occurs, e.g. For example, an e-mail can be sent automatically to the potential customer or a sales employee can be notified by HubSpot so that they pick up the phone themselves.

All activities and the lead’s reactions can be tracked in the CRM. With the meeting tool, HubSpot also offers the option of letting the potential customer select a sales employee’s available appointments and book them directly. For the phone call, saved guidelines can be stored in HubSpot during the sales pitch. After the conversation, offers can be created directly in HubSpot, which can be signed by the customer with an electronic signature.

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Sustainable business success through satisfied customers with the HubSpot Service Hub

However, once a lead has been developed into a customer, that customer’s journey is not over in HubSpot. Because the platform offers other important tools to stay in contact with the customer and to develop them into a supporter of your company with high-quality service.

All user questions asked by customers from different sources (e.g. Facebook Messenger, email, live chat on the website) are collected in a central area in HubSpot and can be coordinated there. These questions can either be answered there or, in more difficult cases, forwarded to the appropriate employees. It is also possible to create a ticket for each specific customer request.

But not only your own service team can help your customer, the customer can also help themselves with HubSpot’s knowledge database. Important questions for the customer should be answered there. can also refer to their own service team when answering the question.

Easy content management with the HubSpot CMS Hub

In addition to the marketing, sales, and service hubs, HubSpot provides you with its own CMS, which you can use for your website. But using HubSpot’s own CMS not only results in advantages for online marketers, but also for developers. Online marketers will enjoy the simple creation and management of individual pages that can be personalized with smart content for different user groups and used for specific target groups. In addition, a large number of existing resources and ideas from the developer community can be used.

Seamless NetSuite HubSpot integration

Automate data flows and completely integrate your HubSpot and NetSuite systems. Keep sales and marketing information synchronized effortlessly at all times and maximize the efficiency and productivity of your sales teams. Sync new leads, deals, and contact information automatically between HubSpot and NetSuite automatically and in real-time.

HubSpot And Netsuite integration in 8 easy steps

Listed below are the prerequisites to set up HubSpot Netsuite Integration:

  • A HubSpot account.
  • A Netsuite account.
  • “App Marketplace” permissions in your HubSpot account.
  • “Administration” privileges in your Netsuite account.

With HubSpot Netsuite Integration, you can integrate your Marketing and Sales channel with your other vital business processes. This helps in getting a holistic view of what’s happening and what needs to happen.

Your business development data like Leads, Contacts, Deals, Activities, Reps, etc., can work in sequence with your Enterprise Resource Planning (ERP), Finance, E-Commerce, Manufacturing, Services Automation data on the cloud, and you can run analytics on the integrated dataset.

The HubSpot Netsuite Integration needs to be from both the endpoints, it’s a 2-way configuration. After the integration, you can “turn on” or “turn off” the sync as needed.

  • Step 1: Enable Netsuite REST APIs
  • Step 2: Install Pre-Packaged Set of APIs
  • Step 3: Allow Selective Access to your Users
  • Step 4: Locate Netsuite Account ID, Access Token and Secret
  • Step 6: Connect to Netsuite
  • Step 7: Turn On the Sync between HubSpot and Netsuite
  • Step 8: Turn Off the Sync between HubSpot and Netsuite
Netsuite REST API
Enable Netsuite Rest Api
Netsuite Account ID
Find your Netsuite account ID
Founder at Datacrypt Ltd
Tim is the founder of Datacrypt.io and is an expert in web design, SEO, eCommerce, and content management. Tim loves to give you a lot of useful information in our blog about various topics.
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