Easily control your NetSuite Data in HubSpot with SyncSmart Lists
We are excited to introduce an enhancement to your data synchronization process that will optimize operations and improve data management between HubSpot and NetSuite.
Overview of Key Components
To implement this enhancement, your team will set up three essential components:
Inclusion List
Sync Queue Workflow
Reset Sync to HubSpot Script
These components work together to automate and streamline the synchronization of data between HubSpot and NetSuite. Below is a detailed breakdown of their functions:
1. Sync Inclusion List Creation
Your team will configure the Inclusion List in HubSpot using predefined field mappings. This list acts as a dynamic queue of records eligible for synchronization between HubSpot and NetSuite.
2. Automated Workflow (Sync Queue) in HubSpot
When a mapped field is updated, a workflow in HubSpot will be triggered.
This workflow will update the Sync to NetSuite field to "Yes" for the affected record, marking it for synchronization.
Re-enrollment must be enabled to ensure continuous syncing when updates occur.
3. Script Implementation in NetSuite
Our SyncSmart Bundle includes a script that monitors the Sync to HubSpot field in NetSuite.
Once synchronization is complete, the script resets this field to "No," preventing unnecessary data transfers.
If there is a UI filter restricting changes to the Sync to HubSpot field, it must be updated or removed for proper functionality.
By implementing this approach, your data will remain accurate, up-to-date, and synchronized efficiently between HubSpot and NetSuite, reducing manual intervention and data inconsistencies.
Configuration Examples
HubSpot Inclusion List Example
The Inclusion List uses field mappings to determine which records should be synchronized. When a record is updated and meets the criteria, it is automatically added to the Inclusion List, making it eligible for the synchronization workflow.
HubSpot Sync Queue Workflow Example
The Sync Queue Workflow selects contact records from the Inclusion List and updates their Sync to NetSuite field to "Yes."
This triggers the record to sync through the integration.
Re-enrollment must be enabled to ensure records are processed correctly when updated.
NetSuite Script Information –
The NetSuite script resets the Sync to HubSpot field to "No" after a record has been successfully synchronized.
This prevents Hubspot records from continuously triggering synchronization due to updates in the Last Modified Date field evem though not mapped fields have changed.
Please contact support for assistance setting up this script
Next Steps
If you have specific preferences or additional requirements regarding filters and fields in the Sync Inclusion List, please share them with us. Your feedback is essential for tailoring this solution to your needs.
For any questions or further clarification, feel free to contact our support team, here. We are here to assist you every step of the way.
Thank you for choosing SyncSmart for your data synchronization needs. We look forward to delivering an enhanced and efficient integration experience for your organization.