Yes, you can create a NetSuite Invoice directly from a HubSpot Deal using the SyncSmart HubSpot + NetSuite integration. This process allows you to bypass NetSuite Quotes, Opportunities, and Sales Orders, enabling a streamlined sales workflow. All the mission critical data will sync between Hubspot and NetSuite  

Prerequisites

To successfully create a NetSuite Invoice from a HubSpot Deal, ensure that the following configurations are in place within the SyncSmart UI:

  1. HubSpot Deal to NetSuite Invoice Object Mapping

    • A mapping must be configured to align HubSpot Deal fields with the corresponding NetSuite Invoice fields.

  1. HubSpot Product/Line Items to NetSuite Items/Lines Object Mapping

    • Ensure that product and line items in HubSpot are correctly mapped to items and lines in NetSuite for accurate data transfer.

  2. Valid Company Mapping and Line Items

    • The HubSpot company associated with the deal must have a valid mapping to a corresponding NetSuite customer.

    • All line items must be properly mapped to ensure they appear correctly on the NetSuite Invoice.

Process Overview

Once the necessary mappings are configured, the process of creating a NetSuite Invoice from a HubSpot Deal is automated through SyncSmart. The integration captures relevant deal data, translates it into an invoice format, and syncs it with NetSuite, eliminating the need for intermediary sales documents.