Can sales teams work in HubSpot but quote in NetSuite?
Yes. Sales reps can stay in HubSpot and create quotes in NetSuite using an embedded iFrame inside the HubSpot UI. Once a quote is created, SyncSmart can sync key fields—like deal stage, amount, and close date—back to the original HubSpot deal.
How does the quote-to-deal sync work?
SyncSmart syncs NetSuite quotes bidirectionally with HubSpot deals. You can map any quote fields to sync both ways—so quote updates in NetSuite reflect instantly in HubSpot.
If your accounting team creates quotes directly in NetSuite, the integration can also auto-create matching HubSpot deals, unifying your pipeline across teams.
Can SyncSmart import existing NetSuite quotes into HubSpot?
Yes. Historical NetSuite quotes can be imported into HubSpot as new deals during onboarding or catch-up syncs.
Can SyncSmart auto-create HubSpot renewal deals?
Absolutely. Use HubSpot workflows to trigger renewal deals—for example, when a deal is marked Closed Won, automatically create a new deal with a future close date.
If a quote or sales order is deleted in NetSuite, is it also deleted in HubSpot?
No. SyncSmart never deletes data in HubSpot when it’s removed from NetSuite. This applies to all objects—deletions in NetSuite are not mirrored.
Do all contacts have to sync between systems?
Not at all. Use SyncSmart’s advanced filtering to sync only specific contacts—such as active ones, or only those linked to closed/won deals. Unwanted records stay untouched.
How are duplicate emails handled?
HubSpot does not allow duplicate contact emails. If NetSuite has multiple contacts with the same email, they'll sync into one HubSpot record.
Best practice: Clean up duplicate emails in NetSuite before syncing. SyncSmart doesn’t merge or delete contacts—it syncs what exists.
How are contacts mapped to companies?
Contact-to-company associations sync both ways. For example: If you create a company in HubSpot and associate three contacts, that same structure appears in NetSuite.
How are NetSuite sales reps matched to HubSpot users?
SyncSmart matches NetSuite Sales Reps to HubSpot Owners based on email address. Matching emails ensure ownership syncs correctly—either one-way or bidirectionally.
Can companies have multiple owners or contacts?
Yes. HubSpot supports multiple owners using custom properties like:
Account Executive
Customer Success Manager
Implementation Lead
Assign multiple roles to the same company with no problem.