Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Lead Created

This trigger activates when a new lead is created in NetSuite, facilitating immediate follow-up actions and nurturing processes in HubSpot.
heading shape

New Opportunity Won

Activated when a new opportunity is won in NetSuite, this trigger can update lead statuses in HubSpot and trigger automated workflows for further engagement.
heading shape

Contact Updated

This trigger occurs when a contact record is updated in NetSuite, ensuring data consistency between HubSpot and NetSuite for accurate customer insights.
heading shape

New Customer Account Created

Triggered by the creation of a new customer account in NetSuite, this action can update customer records in HubSpot and initiate onboarding or retention campaigns.
heading shape

New Sales Order Created

This trigger fires when a new sales order is created in NetSuite, enabling corresponding actions in HubSpot, such as updating contact records or triggering sales alerts.
heading shape

Invoice Created

Activated by the creation of a new invoice in NetSuite, this trigger can update customer records in HubSpot and trigger follow-up actions for payment reminders or customer satisfaction surveys.
heading shape

New Support Case Created

This trigger occurs when a new support case is created in NetSuite, allowing for immediate engagement and follow-up actions in HubSpot to ensure customer satisfaction.
heading shape

Payment Received

Triggered by the receipt of a payment in NetSuite, this action can update customer records in HubSpot and trigger follow-up actions for sales or support teams.
heading shape

New Item Created

Activated by the creation of a new item in NetSuite, this trigger can update product records in HubSpot and trigger marketing campaigns or sales alerts based on product additions.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Ads

Connect

Optimize advertising campaigns with HubSpot Google Ads Integration. Seamlessly connect HubSpot with Google Ads for improved campaign management and analytics.

CRM Integration Logo

Webflow

Connect

Learn how to effortlessly integrate Webflow with HubSpot to streamline your marketing efforts and unlock powerful automation capabilities.

CRM Integration Logo

Canva

Connect

Discover the benefits of integrating Canva with HubSpot and revolutionize your marketing collateral creation process with seamless automation.

CRM Integration Logo

Twitter

Connect

Explore how integrating Twitter with HubSpot can amplify your social media marketing efforts and drive engagement with your audience.

CRM Integration Logo

Instagram

Connect

Manage Instagram Direct Messages Directly in HubSpot. Trigger Workflows, Respond to DMs Faster. Only $100/Month.

CRM Integration Logo

Hotjar

Connect

Learn how integrating Hotjar with HubSpot can help you gain valuable insights into user behavior and optimize your website for enhanced engagement and conversions.

CRM Integration Logo

Forminator

Connect

Discover how integrating Forminator with HubSpot can streamline form management and lead generation processes, empowering you to capture and nurture leads effectively.

CRM Integration Logo

Instapage

Connect

Learn how integrating Instapage with HubSpot can optimize your landing page performance and enhance conversion rates, driving growth and maximizing ROI.

CRM Integration Logo

Gong

Connect

Explore the benefits of integrating Gong with HubSpot to gain actionable insights from customer interactions, enabling you to enhance sales effectiveness and drive revenue growth.

CRM Integration Logo

G-Integrator

Connect

Discover how integrating G-Integrator with HubSpot can streamline data synchronization and enhance cross-platform functionality, empowering you to maximize productivity and efficiency.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

NetSuite logo

NetSuite + HubSpot

bullet icon

Sync Customer Data Seamlessly

Integrate NetSuite with HubSpot to synchronize customer data across both platforms in real-time, ensuring consistency and accuracy.

bullet icon

Streamline Sales and Marketing Efforts

Align sales and marketing teams by sharing valuable insights between NetSuite and HubSpot, enhancing collaboration and efficiency.

bullet icon

Automate Workflows and Processes

Automate repetitive tasks and streamline processes by leveraging the integration between NetSuite and HubSpot, saving time and reducing errors.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot NetSuite Integration improve sales and marketing alignment?

By integrating HubSpot with NetSuite, sales and marketing teams can align their efforts and share valuable customer insights, resulting in more targeted campaigns and improved lead-to-revenue processes.

Can I sync customer data between HubSpot and NetSuite?

Yes, the integration allows you to sync customer data, including contacts, leads, opportunities, and sales orders, between HubSpot and NetSuite, ensuring data consistency and accuracy across platforms.

How can HubSpot insights be used to optimize sales strategies in NetSuite?

HubSpot insights, such as lead scoring and engagement metrics, can inform sales strategies in NetSuite by identifying high-potential leads and guiding personalized sales approaches.

Is it possible to automate follow-up actions based on NetSuite activities in HubSpot?

Absolutely, you can set up automated workflows in HubSpot triggered by specific NetSuite activities, such as new lead creation or opportunity wins, streamlining sales and marketing processes.

Can I track customer interactions and purchases in HubSpot from NetSuite?

Yes, the integration enables you to track customer interactions, purchases, and support cases from NetSuite in HubSpot, providing a comprehensive view of customer engagement and history.

How does HubSpot NetSuite Integration support customer retention efforts?

By syncing customer data and activities between HubSpot and NetSuite, the integration enables personalized retention campaigns and proactive support efforts based on customer behavior and preferences.

Are there specific benefits of using HubSpot's marketing tools with NetSuite?

Yes, integrating HubSpot's marketing tools with NetSuite allows for more targeted lead generation and nurturing efforts, as well as streamlined reporting and analysis for improved campaign performance.

Can I automate order processing and fulfillment between HubSpot and NetSuite?

Yes, you can automate order processing and fulfillment processes by triggering actions in NetSuite based on HubSpot interactions, ensuring efficient order management and customer satisfaction.

How does the HubSpot NetSuite Integration facilitate data-driven decision-making?

The integration provides combined insights from HubSpot and NetSuite, empowering businesses to make data-driven decisions regarding sales, marketing, and customer engagement strategies.

Is customer support integrated between HubSpot and NetSuite?

Yes, the integration allows for seamless customer support by syncing support cases and interactions between HubSpot and NetSuite, ensuring timely and effective resolution of customer issues.
By integrating HubSpot with NetSuite, sales and marketing teams can align their efforts and share valuable customer insights, resulting in more targeted campaigns and improved lead-to-revenue processes.
Yes, the integration allows you to sync customer data, including contacts, leads, opportunities, and sales orders, between HubSpot and NetSuite, ensuring data consistency and accuracy across platforms.
HubSpot insights, such as lead scoring and engagement metrics, can inform sales strategies in NetSuite by identifying high-potential leads and guiding personalized sales approaches.
Absolutely, you can set up automated workflows in HubSpot triggered by specific NetSuite activities, such as new lead creation or opportunity wins, streamlining sales and marketing processes.
Yes, the integration enables you to track customer interactions, purchases, and support cases from NetSuite in HubSpot, providing a comprehensive view of customer engagement and history.
By syncing customer data and activities between HubSpot and NetSuite, the integration enables personalized retention campaigns and proactive support efforts based on customer behavior and preferences.
Yes, integrating HubSpot's marketing tools with NetSuite allows for more targeted lead generation and nurturing efforts, as well as streamlined reporting and analysis for improved campaign performance.
Yes, you can automate order processing and fulfillment processes by triggering actions in NetSuite based on HubSpot interactions, ensuring efficient order management and customer satisfaction.
The integration provides combined insights from HubSpot and NetSuite, empowering businesses to make data-driven decisions regarding sales, marketing, and customer engagement strategies.
Yes, the integration allows for seamless customer support by syncing support cases and interactions between HubSpot and NetSuite, ensuring timely and effective resolution of customer issues.

Book a consultation call