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“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.”
You can sync NetSuite customer data with HubSpot contacts without writing a single line of custom API code. The key is using a data bridge that handles the complex authentication and transformation work for you.
Here’s how to set up automated customer data sync that eliminates manual exports and keeps your HubSpot contacts current with NetSuite changes.
Automate NetSuite to HubSpot customer sync using Coefficient
Coefficient serves as a no-code bridge between NetSuite and NetSuite that eliminates custom API development. Instead of wrestling with NetSuite’s 15 simultaneous RESTlet call limits and 7-day token refresh requirements, you get automated data exports that seamlessly import into HubSpot.
How to make it work
Step 1. Connect to your NetSuite customer records with OAuth authentication.
Use Coefficient’s Records & Lists import method to establish a secure connection to your NetSuite environment. The OAuth setup handles all the complex authentication requirements automatically, so you don’t need to manage tokens or API credentials manually.
Step 2. Select specific customer fields needed for HubSpot.
Choose exactly which customer data you want to sync – name, email, phone, custom fields, or any other NetSuite customer attributes. The drag-and-drop interface lets you reorder columns to match HubSpot’s expected format before export.
Step 3. Apply filters to target specific customer segments.
Set up filters to sync only recently updated records or specific customer types. This prevents duplicate imports and keeps your data transfers focused on the customers that actually need updating in HubSpot.
Step 4. Schedule automated refreshes for continuous sync.
Configure hourly, daily, or weekly automated refreshes to maintain current data without manual intervention. The real-time preview feature lets you verify data accuracy before each HubSpot import, and the automated scheduling eliminates those weekly manual export sessions.
Step 5. Export refreshed data in CSV format for HubSpot bulk import.
Once your data refreshes automatically, export it in HubSpot’s preferred CSV format. The consistent formatting and reliable data transformation ensure smooth imports every time, without the field mapping headaches that plague direct API integrations.
Start syncing your customer data automatically
This approach bypasses NetSuite’s API complexity while providing the reliable, automated customer data sync your sales team needs. Get started with automated NetSuite to HubSpot customer sync today.
