)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Marketing automation fires on outdated NetSuite customer information because of sync frequency limitations, failed incremental updates, and custom field sync failures. These data gaps cause campaigns to trigger based on stale customer status and purchase history.
Here’s how to ensure your marketing automation operates on current NetSuite customer data instead of yesterday’s information.
Maintain marketing automation accuracy with current customer data using Coefficient
The root problem is that most NetSuite HubSpot connectors only sync daily or weekly, leaving your marketing campaigns operating on outdated customer lifecycle stages and transaction data. Coefficient provides hourly data refresh capabilities that keep your marketing automation current with actual NetSuite customer status.
How to make it work
Step 1. Schedule hourly NetSuite customer data imports.
Set up automated imports from NetSuite customer records that refresh every hour. This ensures your marketing automation operates on current customer information instead of data that’s days or weeks old, preventing irrelevant campaigns from firing.
Step 2. Import transaction-level data for accurate customer segmentation.
Use SuiteQL queries to pull recent transaction data, payment status, and customer lifecycle changes that directly impact marketing segmentation. This transaction-level visibility captures the customer status changes that incremental sync processes often miss.
Step 3. Sync custom fields containing marketing-relevant data.
Import NetSuite custom fields that contain critical customer attributes like customer tier, preferences, and purchase behavior. These custom fields often fail to sync properly through direct integrations, but full field selection capabilities ensure your marketing automation has complete customer profiles.
Step 4. Create monitoring dashboards for data freshness tracking.
Build spreadsheet dashboards that track when customer data was last updated, preventing marketing automation from firing on information that’s too old to be reliable. Use conditional formatting to highlight customers whose data hasn’t refreshed within acceptable timeframes.
Step 5. Set up real-time customer status monitoring.
Monitor customer lifecycle stage changes, purchase behavior updates, and custom field modifications in real-time. This proactive monitoring catches the customer status changes that cause marketing automation to fire inappropriately when operating on stale data.
Keep your marketing automation accurate and relevant
This approach ensures your HubSpot marketing automation reflects current NetSuite customer reality, preventing irrelevant campaigns and improving customer experience. Start monitoring your customer data freshness today.
