NetSuite and HubSpot integration
See NetSuite customers, vendors, items, estimates, sales orders and invoices inside HubSpot. Your team can create customers, estimates and sales orders in NetSuite from HubSpot workflows, without re-keying.
Best for Businesses running Oracle NetSuite who sell from HubSpot.
What syncs
From NetSuite into HubSpot
Records sync on a schedule and update the matching records on the other side, with OW Sync’s own properties added where HubSpot has no equivalent field. To create or change records in NetSuite from HubSpot, use the workflow actions below.
 NetSuite | Direction |  HubSpot |
|---|---|---|
| Customers | into HubSpot | HubSpot companies |
| Vendors | into HubSpot | HubSpot companies |
| Contacts | into HubSpot | HubSpot contacts |
| Vendor contacts | into HubSpot | HubSpot contacts |
| Items | into HubSpot | HubSpot products |
| Estimates | into HubSpot | HubSpot dealsIncludes line items |
| Sales orders | into HubSpot | HubSpot ordersIncludes line items |
| Invoices | into HubSpot | HubSpot invoicesIncludes line items |
→ Into HubSpot on a schedule
- Links contacts to their customers or vendors, child companies to their parent company, and estimates, orders, invoices and their lines to the right records automatically.
- Exclusion rules let you stop records that match conditions you set from syncing.
Write back from HubSpot
Workflow actions
Use these in any HubSpot workflow to create or update records in NetSuite, so your team never re-keys an order.
Every plan
- Create a customer
- Update a customer
- Create a contact
- Update a contact
Standard and Advanced
- Add an address to a customer
- Create an item
- Update an item
- Create an estimate
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
Plans and pricing
What it costs
A one-off setup fee of £2,000, then a monthly subscription. Annual billing is also available. Prices exclude VAT.
- Scheduled sync into HubSpot
- Every 1 to 24 hours
- Related records linked
- Every 15 minutes
- Weekend syncs
- Not included
- Workflow actions
- 4 of 13
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Scheduled sync into HubSpot
- Every 30 minutes to 24 hours
- Related records linked
- Every 5 minutes
- Weekend syncs
- Not included
- Workflow actions
- All 13
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Add an address to a customer
- Create an item
- Update an item
- Create an estimate
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
- Scheduled sync into HubSpot
- As often as every minute
- Related records linked
- Every minute
- Weekend syncs
- Included
- Workflow actions
- All 13
- Create a customer
- Update a customer
- Create a contact
- Update a contact
- Add an address to a customer
- Create an item
- Update an item
- Create an estimate
- Create a sales order
- Update a sales order
- Add a line item
- Edit a line item
- Create a payment
Scheduled syncs run every working day between 07:00 and 19:00 UK time. Setup includes connecting your accounts, creating the HubSpot properties and checking the first sync with you.
How it connects
Cloud API: OW Sync connects directly to your NetSuite account.
What you need
Sign in to NetSuite to approve access (OAuth). Older token-based authentication is also supported.
Good to know
- Nothing moves from HubSpot into NetSuite on a schedule; changes go back through HubSpot workflow actions.
Questions
Fair questions
Can we write back to NetSuite from HubSpot?
Yes, through HubSpot workflow actions. Every plan can create and update customers and contacts. Standard and Advanced add customer addresses, items, estimates, sales orders, line items and payments. Nothing is written to NetSuite unless a workflow you build tells it to.
What do we need to connect?
A NetSuite user who can approve access. You sign in to NetSuite and approve OW Sync (OAuth 2.0), so you never share a password with us. If your account already uses NetSuite’s older token-based authentication, that works too. Connection details are stored encrypted.
Does it create custom objects in HubSpot?
No. OW Sync uses HubSpot’s standard objects: companies, contacts, deals, orders, invoices, products and line items. It adds its own properties to them, all starting with owsync_, so they are easy to spot and your existing HubSpot set-up stays as it is.
Can we choose which records sync?
Yes. Each sync can have exclusion rules. A rule checks a field against a condition you set, such as a status, a value or a date, and records that match stay out of the sync. Vendors, vendor contacts and items each have their own sync, so you can also leave out whole record types.
How do we install the NetSuite connector?
Choose Install on HubSpot, pick your HubSpot account and approve OW Sync’s access. OW Sync then asks for your contact and company details and takes you through connecting NetSuite. Setup includes creating the HubSpot properties and checking the first sync with you.
When do syncs run?
Scheduled syncs run every working day between 07:00 and 19:00 UK time, as often as your plan allows. On Advanced, you can also switch on weekend syncs. Workflow actions run whenever your HubSpot workflow triggers them.
Who builds and supports OW Sync?
Cogent does. OW Sync is our own connector range, built and supported by our team in the UK. If you need more than the connector does out of the box, we can scope custom work or a full HubSpot project around it.
See NetSuite and HubSpot working together
Book a short demo and we’ll show you the connector with your own use case in mind, then scope setup with you.