Can I force create Leads/Prospects?

Last updated: September 22, 2025

Overview

Some customers may want all new customer records (Customer, Prospect, Lead) to be force created by the SyncSmart integration with a specific entity status. For example, you might want every new lead record to default to Unqualified.

This ensures consistent handling of records, regardless of how they are created or synced.

Default When Null Functionality

When creating a Lead or Prospect in NetSuite, the client must leverage the Default When Null functionality in the SyncSmart UI. This ensures that when no status is passed from HubSpot, NetSuite assigns the default entity status automatically.

Default when null (HubSpot).png

Example Configuration

Below is a sample JSON configuration to force all newly created records to use the LEAD-Unqualified entity status:

{"on_create": {
    "change_record_type": "lead",
    "force_value": "LEAD-Unqualified"},"default_value": "LEAD-Unqualified"}

Key Notes

  • on_create: Ensures that all new records of type lead are force-created with the specified status.

  • force_value: Defines the exact status NetSuite should assign (e.g., LEAD-Unqualified).

  • default_value: Provides a fallback in case no status is mapped or provided during creation.

  • The configuration can be customized to reflect different statuses (e.g., Prospect Qualified, Customer Active).