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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.”
Syncing NetSuite financial data with HubSpot deal records automatically ensures your sales team works with actual revenue numbers instead of estimated values. This connection between financial reality and sales forecasting improves deal accuracy and revenue reporting.
Here’s how to set up automated financial data synchronization that keeps HubSpot deals current with NetSuite transaction reality.
Automate financial data sync for accurate deal tracking using Coefficient
Coefficient enables automated NetSuite financial data synchronization with HubSpot deal records by providing comprehensive access to transaction and financial data. This ensures deal values reflect actual recognized revenue rather than estimated amounts.
How to make it work
Step 1. Import NetSuite transaction records with complete financial details.
Access NetSuite sales orders, invoices, payments, and estimates using the Records & Lists import method. Import transaction amounts, dates, customer information, and payment status to maintain comprehensive financial data for deal updates.
Step 2. Set up revenue recognition tracking for deal value updates.
Import NetSuite invoice and payment data to update HubSpot deal values with actual recognized revenue. Use date filters to capture recent transactions and apply customer matching to connect financial data with corresponding HubSpot deals.
Step 3. Sync transaction status for automated deal stage progression.
Import NetSuite transaction status fields (pending, fulfilled, paid) to automatically advance HubSpot deal stages. When NetSuite shows a payment received, the corresponding HubSpot deal can be marked as “Closed Won” with actual revenue amounts.
Step 4. Create custom financial queries for comprehensive deal analysis.
Use SuiteQL to create complex financial data queries that join customer, transaction, and accounting data. Import customer lifetime value, payment terms, and collection status for comprehensive deal performance tracking.
Step 5. Schedule daily imports for current financial performance.
Set up automated daily imports of transaction data to maintain current deal values in HubSpot. Apply filters for specific date ranges or customer segments to focus on deals requiring financial updates, ensuring sales forecasts reflect actual NetSuite financial performance.
Align your sales forecasts with financial reality
This approach ensures HubSpot deal records reflect actual NetSuite financial performance rather than estimated values, improving sales forecasting accuracy and revenue reporting. Start syncing your financial data with deal records today.
