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Practice

HubSpot and CRM automation

Workflows, custom code and integrations that keep HubSpot and NetSuite in sync, led by an engineer who has built and hardened these syncs for client portals.

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Problems we solve

  • Invoices and fulfillments typed into NetSuite by hand after a deal closes in HubSpot.
  • HubSpot and NetSuite disagreeing about deals, line items and orders.
  • Syncs that break on API limits: batch caps, rate-limit errors and paging bugs.
  • Proposals prepared outside the CRM, so deal stages and document status drift apart.
  • Project closure that depends on manual hand-offs across deals, tickets and associated records.
  • Product, order and fulfillment data that does not fit HubSpot's standard objects.

Capabilities

HubSpot and CRM automation

Workflow automation, custom HubSpot development and the integrations that keep HubSpot in sync with NetSuite and the rest of the business.

Led by Muhammad HuzaifaHubSpot Developer & Automation Engineer

CRM & automation

HubSpot–NetSuite integration

Bidirectional sync of CRM and ERP data: deals, orders, invoices and fulfillments kept in alignment.

  • NetSuite RESTlets
  • SuiteScript 2.x
  • OAuth 1.0
  • CRM API v3/v4
How it flows4 steps
  1. HubSpot dealClosed Won
  2. NetSuite RESTletSuiteScript 2.x
  3. Sales or Purchase Order
  4. Synced back to the deal

How we work on this

  1. 01

    First conversation

    Thirty minutes with the practice lead to understand the problem, the system it lives in and who depends on it.

    You get: A clear answer on whether we are a fit.

  2. 02

    Scoping

    The lead who will build the work writes down what will be built, how, and what could go wrong.

    You get: A written scope with approach, risks and price.

  3. 03

    Build in the open

    Weekly demos, written decisions and a shared board, so you always know what changed and why.

    You get: Working software every week, with a decision log.

  4. 04

    Ship and prove

    Tests run on the real database engine, the rollout is staged, and the handover is written down.

    You get: A staged release and a documented handover.

  5. 05

    Run and improve

    Optional retained support once the system is live, with agreed response times.

    You get: A support agreement, if you want one.

How we work in full

Led by

Muhammad Huzaifa

HubSpot Developer & Automation Engineer · HubSpot and CRM automation lead

Responsible for

Designs and builds HubSpot automation: workflows, custom code and custom objects, and the integrations that keep HubSpot in sync with NetSuite and the rest of the business.

Experience

  • Led bidirectional HubSpot ↔ NetSuite sync of deals, tickets, line items, Sales Orders and Purchase Orders across multiple client portals.
  • Built serverless functions and custom code workflow actions for invoicing and fulfillment, custom objects and cards, and PandaDoc, JIRA, Slack and Gmail integrations.

Technologies

HubSpot Core
Serverless Functions, Custom Cards, Custom Objects, Pipelines & Stages, Workflows, Custom Code Actions, Object Associations, HubSpot Forms, UI Extensions (React), CRM API v3/v4, HubSpot CLI
Integrations
NetSuite RESTlets, SuiteScript 2.x, OAuth 1.0, PandaDoc API, JIRA API, Gmail API, Slack API, Webhooks
Automation Platforms
Zapier, n8n, Make
Development
Node.js, JavaScript (ES6+), REST APIs, Batch Processing, Rate Limit Handling, JSON / XML, Git, Postman
HubSpot Hubs
Operations Hub, Sales Hub, HubSpot CMS
Business Ops
Transactional Emails, Marketing Automation, Invoice Creation, Order Fulfillment, Sales Order Sync, Purchase Orders

Questions

Questions about this practice.

Can you sync HubSpot with NetSuite both ways?

Yes. Deals, line items, Sales Orders, Purchase Orders, invoices and fulfillments sync between HubSpot and NetSuite through RESTlets, and changes in NetSuite flow back to the HubSpot deal.

Our existing sync keeps failing. Can you fix it?

Yes. We trace flaky syncs, rate-limit failures and silent data bugs to their cause, then add retries with exponential backoff, batching within API limits, and monitoring.

Do you integrate HubSpot with tools other than NetSuite?

Yes: PandaDoc, JIRA, Slack, Gmail and others, through Zapier or a direct API, with error handling either way.

Have a problem like these? Tell us about it.

Discuss your projectSee our work