NetSuite × HubSpot Integration
Bi-directional sync between Oracle NetSuite ERP and HubSpot CRM via Jitterbit Harmony. Eliminated manual data entry between sales and finance, with real-time triggers and structured error recovery for failed records.
Challenge
Sales used HubSpot as the source of truth for customer and deal data; finance used NetSuite. Neither team had visibility into the other system, which created data entry duplication, reconciliation overhead, and delayed invoicing. Placeholder — real content from Drupal.
Key pain points included: quote values manually re-keyed into NetSuite, customer details inconsistent between platforms, and finance unable to see which deals had closed until a sales rep told them.
Approach
Built a bi-directional integration in Jitterbit Harmony with three main flows: Placeholder — real content from Drupal.
- HubSpot deal closed-won → NetSuite sales order creation
- NetSuite customer updates → HubSpot contact sync
- NetSuite invoice status → HubSpot deal property update
Used external IDs on both platforms to maintain a clean mapping and enable safe upsert operations. All failed records land in a dedicated error log with retry capability.
Outcome
Manual data entry between the two systems was eliminated. Invoicing lag dropped from 3–4 days (waiting for handover from sales) to same-day. The error log surfaces failures before they become business problems. Placeholder — real content from Drupal.