Pricing for Integrate HubSpot Customers

Managed Setup and Support

With our managed HubSpot integration, there is:

• No software to learn
• No major time/resources needed to get started
• Hassle-free setup and support
• Best practices and years of experience delivering the highest quality sync

Our standard setup process takes 30-60 days and includes the following:

1. Dedicated account manager point of contact.
2. One hour kickoff meeting to review sync logic, customization options, and field mappings.
3. Provision dedicated cloud environment where the integration will run.
4. Provide NetSuite bundle to install all custom HubSpot fields and form customizations.
5. HubSpot setup including fields and lists used for the integration.
6. Development process includes all sync logic, customization options, and field mappings as scoped in the kickoff meeting.
7. Test all sync flows and process test data in a quality assurance phase.
8. Build and test in production environments.
9. Full initial sync to populate both systems with all eligible records.
10. One hour post-launch data review and integration training.

We support your integration to keep it running smoothly and support the evolution of your marketing automation. Managed support includes:

• Email-based support ticketing.
• Proactive updates to support changes to the HubSpot or NetSuite APIs.
• General troubleshooting and connection updates.
• Changes or additions to field mappings and included sync logic.

The integration processes data every 5 minutes, and can be configured to run as fast as every 1 minute.

A NetSuite bundle is available to install which creates custom HubSpot fields and an iframe for a mini timeline on the customer and contact forms. The HubSpot fields created in NetSuite include:

• HubSpot ID
• HubSpot Close Date
• Lifecycle Stage
• Lead Score
• Predictive Lead Score
• Company Name
• Public Contact URL
• First Conversion Date
• Last Conversion Date
• First Conversion Form
• Last Conversion Form
• Form message
• Industry
• Website URL
• Annual Revenue
• Country
• Number of Employees
• # Form Conversions
• Phone
• First Visit Date
• Last Visit Date
• First Referrer
• Last Referrer
• First Visit URL
• Last Visit URL
• Visit Source
• IP Address
• IP City
• IP Country
• Twitter Followers
• Twitter Handle
• Twitter Clicks
• Facebook Clicks
• LinkedIn Clicks
• Last Social Click
• Emails Delivered
• Emails Opened
• Emails Clicked
• Emails Bounced
• Ineligible for Email
• First Email Send Date
• Last Email Send Date
• First Email Open Date
• Last Email Open Date
• First Email Click Date
• Last Email Click Date
• Opted out of Email

HubSpot to NetSuite

• New and updated HubSpot Contacts sync to NetSuite Customers and/or Contacts
• We support any of the following popular NetSuite configurations:
• Create new company (lead/prospect) with a child contact
• Create new contact only
• Create new individual lead/prospect which later converts to a company/contact
• You have control within HubSpot to choose which records are eligible to sync via an Inclusion List. Use conditions such as lead scoring, selected forms, and other conditional logic to qualify records to sync.
• When a new contact is added to HubSpot, we search NetSuite for a customer/contact with a matching email address. If a match is found, we’ll update it. If not, we’ll create a new NetSuite customer/contact.
• If you prefer to create a new lead for every HubSpot form submission, this is an optional customization at no additional cost.

NetSuite to HubSpot

• New and updated NetSuite Customers and Contacts sync to HubSpot.
• NetSuite Contacts are synced along with their parent customer fields, such as company name, status, and any other custom field mappings.
• You have the ability to filter which NetSuite records are qualified to sync to HubSpot.
• The name and email address of the record owner sync to HubSpot for all versions. This allows you to send internal email notifications to the assigned owner, as well as send emails to contacts from their assigned owner.

• Sync custom fields between HubSpot Contacts and NetSuite Customers and Contacts.
• All NetSuite field types are supported.
• Complete control over which fields sync in each direction.
• When mapping dropdown fields from HubSpot to NetSuite, you will need to provide the internal values of your NetSuite lists. A NetSuite administrator may be required.

• Stay compliant with spam laws by syncing opt-out status.
• When a HubSpot contact opts out of all email, we will update the subscription status field in NetSuite.
• When the subscription status is opted out in NetSuite, we will opt out the HubSpot contact of all email.
• After a HubSpot contact opts out, it is not possible to opt them back in without email confirmation from the contact.

• We automatically sync NetSuite customer status to HubSpot.
• Use HubSpot workflows to set the lifecycle stage of your HubSpot contact based on the NetSuite status.
• Use the Sources report and other HubSpot reports to gain insights on your lead, opportunity, and customer conversion to close the loop on your marketing analytics.

• After you set up users in HubSpot for each of your NetSuite users, our integration will sync record ownership via the HubSpot Owner field.
• Sent internal email notifications to the assigned owner.
• Send marketing emails to your contacts personalized from the assigned owner.
• Assign new leads to owners directly within HubSpot workflows - either round-robin or other conditional assignment.
• If you choose not to set up HubSpot users for your NetSuite sales reps, you can still take advantage of our default sales rep syncing to the owner name and email fields.

• We automatically populate a HubSpot dropdown with all NetSuite marketing campaigns.
• Using HubSpot forms or workflows, you can automatically create campaign responses from HubSpot.
• Marketing reports in NetSuite include campaign ROI analysis, campaign response, lead source analysis, and sales by lead source.
• The perfect solution for organizations already using NetSuite campaign reporting, or for those with multi-channel marketing looking to report on ROI across all channels.

• Unlock powerful marketing automation and reporting in HubSpot! We integrate all NetSuite Opportunities to HubSpot Deals, including opportunity status and any custom field mappings.
• The opportunity may be associated to a primary contact or to all contacts under the opportunity’s account.
• Create smart lists, workflows, and lead scoring based on any opportunity/deal field.
• Use the HubSpot Reporting Add-On to generate dashboards and custom reporting on both marketing and sales.

• Take your marketing automation to the next level by syncing NetSuite financials to HubSpot.
• Sales orders, quotes, or invoices will be synced to their own pipeline in HubSpot Deals with any requested custom field mappings.

• Most popular for e-commerce and product businesses, syncing line items to HubSpot Deals provides the most granular and powerful list segmentation and automation.
• Line items will sync to their own deal pipeline separate from their parent transaction record.
• This is a great fit for following up with customers after they purchase specific products or categories.

• When mapping custom dropdown fields with lists that are likely to change, such as tracking event attendance, our dropdown list syncing will keep your integration running at top performance.
• Any time a list item is added or changed in NetSuite, the corresponding HubSpot dropdown field is automatically updated.
• This ensures that the same options are available in both systems at all times.
• Prevents sync issues when the HubSpot dropdown fields are not properly maintained.

• Maintain your Company/Contact relationships in HubSpot to reflect those in NetSuite.
• This is helpful for sales reps looking to use HubSpot CRM to track some of their sales efforts.
• Sync any NetSuite Company field to the HubSpot Company.
• Without this feature, you still get all your NetSuite company fields syncing to the HubSpot Contact. There is no major difference in usability unless your team is using HubSpot CRM.

Do you have a record type not supported by our integration out of the box? Typically it’s best to sync custom entities to HubSpot Deals. A deal can have many different types, helpful to separate opportunities from custom record types. A deal is associated with one or more contacts, so this is also helpful for one-to-many relationships.

We recommend connecting the integration directly with your NetSuite production account in order to avoid potential issues syncing your live HubSpot data with sandbox NetSuite data. If your IT organization requires sandbox testing of the integration before moving to production, this service is available for a small one-time fee.

Managed Setup and Support

With our managed HubSpot integration, there is:

• No software to learn
• No major time/resources needed to get started
• Hassle-free setup and support
• Best practices and years of experience delivering the highest quality sync

Our standard setup process takes 30-60 days and includes the following:

1. Dedicated account manager point of contact.
2. One hour kickoff meeting to review sync logic, customization options, and field mappings.
3. Provision dedicated cloud environment where the integration will run.
4. Provide Dynamics managed solution package to install all custom HubSpot fields and form customizations.
5. HubSpot setup including fields and lists used for the integration.
6. Development process includes all sync logic, customization options, and field mappings as scoped in the kickoff meeting.
7. Test all sync flows and process test data in a quality assurance phase.
8. Build and test in production environments.
9. Full initial sync to populate both systems with all eligible records.
10. One hour post-launch data review and integration training.

We support your integration to keep it running smoothly and support the evolution of your marketing automation. Managed support includes:

• Email-based support ticketing.
• Proactive updates to support changes to the HubSpot or Dynamics APIs.
• General troubleshooting and connection updates.
• Changes or additions to field mappings and included sync logic.

The integration processes data every 5 minutes, and can be configured to run as fast as every 1 minute.

A managed solution package will be installed in Dynamics which creates custom HubSpot fields and an iframe for a mini timeline on the lead and contact forms. We recommend your CRM administrator installing this package in a test or sandbox environment first to ensure there are no conflicts with other customizations. HubSpot fields created in Dynamics include:

• HubSpot Score
• First Visit URL
• Last Visit URL
• First Referrer
• Last Referrer
• First Visit Timestamp
• Last Visit Timestamp
• Average Page Views
• # Event Completions
• # Page Views
• # VisitsPersona
• HubSpot Profile URL
• Revenue Generated
• Traffic Source
• Opt Out Status
• Is Eligible for Email
• Emails Delivered
• Emails Opened
• Emails Clicked
• Emails Bounced
• First Email Send Date
• Last Email Send Date
• First Email Open Date
• Last Email Open Date
• First Email Click Date
• Last Email Click Date
• Last Email Name
• Last Social Click
• # Social Clicks
• # Facebook Clicks
• # Google Plus Clicks
• # LinkedIn Clicks
• # Twitter Clicks
• Klout ScoreTwitter Handle
• Twitter Profile PhotoTwitter Bio

HubSpot to CRM

• New and updated HubSpot Contacts sync to Dynamics Leads and Contacts.
• You have control within HubSpot to choose which records are eligible to sync via an Inclusion List. Use conditions such as lead scoring, selected forms, and other conditional logic to qualify records to sync.
• If your organization does not use Dynamics Leads, we will sync exclusively to contacts.
• When a new contact is added to HubSpot, we search Dynamics for a lead or contact with a matching email address. If a match is found, we’ll update it. If not, we’ll create a new Dynamics lead or contact.
• If you prefer to create a new lead for every HubSpot form submission, this is an optional customization at no additional cost.

CRM to HubSpot

• New and updated Dynamics Leads and Contacts sync to HubSpot.
• Dynamics Contacts are synced along with their parent account fields, such as company name, status, and any other custom field mappings.
• You have the ability to filter which Dynamics leads and contacts are qualified to sync to HubSpot.
• The name and email address of the record owner sync to HubSpot for all versions. This allows you to send internal email notifications to the assigned owner, as well as send emails to contacts from their assigned owner.

• Sync custom fields between HubSpot Contacts and Dynamics Leads, Contacts, and Accounts.
• You have control over which fields sync in which direction.
• When mapping dropdown fields from HubSpot to Dynamics, you will need to provide the internal values of your Dynamics option sets. A CRM administrator may be required.

• Stay compliant with spam laws by syncing opt-out status.
• When a HubSpot contact opts out of all email, we will set the “Do Not Allow Bulk Email” field in Dynamics.
• When the “Do Not Allow Bulk Email” field is set in Dynamics, we will opt out the HubSpot contact of all email.
• After a HubSpot contact opts out, it is not possible to opt them back in without email confirmation from the contact.

• We automatically sync Dynamics lead status, contact status, and account status to HubSpot.
• Use HubSpot workflows to set the lifecycle stage of your HubSpot contact based on the Dynamics status.
• Use the Sources report and other HubSpot reports to gain insights on your lead, opportunity, and customer conversion to close the loop on your marketing analytics.

• After you set up users in HubSpot for each of your Dynamics users, our integration will sync record ownership via the HubSpot Owner field.
• Sent internal email notifications to the assigned owner.
• Send marketing emails to your contacts personalized from the assigned owner.
• Assign new leads to owners directly within HubSpot workflows - either round-robin or other conditional assignment.

• We automatically populate a HubSpot dropdown with all Dynamics marketing campaigns.
• Using HubSpot forms or workflows, you can automatically create campaign responses from HubSpot.
• Marketing reports in Dynamics include campaign effectiveness, revenue generated per campaign, and leads by source campaign.
• The perfect solution for organizations already using Dynamics campaign reporting, or for those with multi-channel marketing looking to report on ROI across all channels.

• Unlock powerful marketing automation and reporting in HubSpot! We integrate all Dynamics Opportunities to HubSpot Deals, including opportunity status and any custom field mappings.
• The opportunity may be associated to a primary contact or to all contacts under the opportunity’s account.
• Create smart lists, workflows, and lead scoring based on any opportunity/deal field.
• Use the HubSpot Reporting Add-On to generate dashboards and custom reporting on both marketing and sales.

• Maintain your Company/Contact relationships in HubSpot to reflect Account/Contact relationships in Dynamics.
• This is helpful for sales reps looking to use HubSpot CRM to track some of their sales efforts.
• Sync any Dynamics Account field to the HubSpot Company.

• If your CRM is behind a firewall and not available via the public internet, our on-premise agent may be installed anywhere on your local network. This bypasses the need for firewall exceptions and will communicate with our cloud services to integrate Dynamics and HubSpot.
• The on-premise agent is not required if your IT organization is able to add firewall exceptions for two IP addresses to our cloud integration platform.

• All static lists in Dynamics flagged to sync will be created in HubSpot with the same list name.
• Any changes to list members (additions and deletions) will sync with the list members in HubSpot.
• This is a one-way sync from Dynamics to HubSpot.

• All dynamic lists in Dynamics flagged to sync will be created in HubSpot with the same list name.
• Any changes to list members (additions and deletions) will sync with the list members in HubSpot.
• This is a one-way sync from Dynamics to HubSpot.
• Sync time may vary based on the size of your list, anywhere from 30 minutes to several hours.

Do you have an entity not supported by our integration out of the box? Typically it’s best to sync custom entities to HubSpot Deals. A deal can have many different types, helpful to separate opportunities from custom entities. A deal is associated with one or more contacts, so this is also helpful for one-to-many relationships.

We recommend connecting the integration directly with your Dynamics production account in order to avoid potential issues syncing your live HubSpot data with sandbox Dynamics data. If your IT organization requires sandbox testing of the integration before moving to production, this service is available for a small one-time fee.

Managed Setup and Support

With our managed HubSpot integration, there is:

• No software to learn
• No major time/resources needed to get started
• Hassle-free setup and support
• Best practices and years of experience delivering the highest quality sync

Our standard setup process takes 30-60 days and includes the following:

1. Dedicated account manager point of contact.
2. One hour kickoff meeting to review sync logic, customization options, and field mappings.
3. Provision dedicated cloud environment where the integration will run.
4. Provide NetSuite bundle to install all custom HubSpot fields and form customizations.
5. HubSpot setup including fields and lists used for the integration.
6. Development process includes all sync logic, customization options, and field mappings as scoped in the kickoff meeting.
7. Test all sync flows and process test data in a quality assurance phase.
8. Build and test in production environments.
9. Full initial sync to populate both systems with all eligible records.
10. One hour post-launch data review and integration training.

We support your integration to keep it running smoothly and support the evolution of your marketing automation. Managed support includes:

• Email-based support ticketing.
• Proactive updates to support changes to the HubSpot or NetSuite APIs.
• General troubleshooting and connection updates.
• Changes or additions to field mappings and included sync logic.

The integration processes data every 5 minutes, and can be configured to run as fast as every 1 minute.

A NetSuite bundle is available to install which creates custom HubSpot fields and an iframe for a mini timeline on the customer and contact forms. The HubSpot fields created in NetSuite include:

• HubSpot ID
• HubSpot Close Date
• Lifecycle Stage
• Lead Score
• Predictive Lead Score
• Company Name
• Public Contact URL
• First Conversion Date
• Last Conversion Date
• First Conversion Form
• Last Conversion Form
• Form message
• Industry
• Website URL
• Annual Revenue
• Country
• Number of Employees
• # Form Conversions
• Phone
• First Visit Date
• Last Visit Date
• First Referrer
• Last Referrer
• First Visit URL
• Last Visit URL
• Visit Source
• IP Address
• IP City
• IP Country
• Twitter Followers
• Twitter Handle
• Twitter Clicks
• Facebook Clicks
• LinkedIn Clicks
• Last Social Click
• Emails Delivered
• Emails Opened
• Emails Clicked
• Emails Bounced
• Ineligible for Email
• First Email Send Date
• Last Email Send Date
• First Email Open Date
• Last Email Open Date
• First Email Click Date
• Last Email Click Date
• Opted out of Email

HubSpot to NetSuite

• New and updated HubSpot Contacts sync to NetSuite Customers and/or Contacts
• We support any of the following popular NetSuite configurations:
• Create new company (lead/prospect) with a child contact
• Create new contact only
• Create new individual lead/prospect which later converts to a company/contact
• You have control within HubSpot to choose which records are eligible to sync via an Inclusion List. Use conditions such as lead scoring, selected forms, and other conditional logic to qualify records to sync.
• When a new contact is added to HubSpot, we search NetSuite for a customer/contact with a matching email address. If a match is found, we’ll update it. If not, we’ll create a new NetSuite customer/contact.
• If you prefer to create a new lead for every HubSpot form submission, this is an optional customization at no additional cost.

NetSuite to HubSpot

• New and updated NetSuite Customers and Contacts sync to HubSpot.
• NetSuite Contacts are synced along with their parent customer fields, such as company name, status, and any other custom field mappings.
• You have the ability to filter which NetSuite records are qualified to sync to HubSpot.
• The name and email address of the record owner sync to HubSpot for all versions. This allows you to send internal email notifications to the assigned owner, as well as send emails to contacts from their assigned owner.

• Sync custom fields between HubSpot Contacts and NetSuite Customers and Contacts.
• All NetSuite field types are supported.
• Complete control over which fields sync in each direction.
• When mapping dropdown fields from HubSpot to NetSuite, you will need to provide the internal values of your NetSuite lists. A NetSuite administrator may be required.

• Stay compliant with spam laws by syncing opt-out status.
• When a HubSpot contact opts out of all email, we will update the subscription status field in NetSuite.
• When the subscription status is opted out in NetSuite, we will opt out the HubSpot contact of all email.
• After a HubSpot contact opts out, it is not possible to opt them back in without email confirmation from the contact.

• We automatically sync NetSuite customer status to HubSpot.
• Use HubSpot workflows to set the lifecycle stage of your HubSpot contact based on the NetSuite status.
• Use the Sources report and other HubSpot reports to gain insights on your lead, opportunity, and customer conversion to close the loop on your marketing analytics.

• After you set up users in HubSpot for each of your NetSuite users, our integration will sync record ownership via the HubSpot Owner field.
• Sent internal email notifications to the assigned owner.
• Send marketing emails to your contacts personalized from the assigned owner.
• Assign new leads to owners directly within HubSpot workflows - either round-robin or other conditional assignment.
• If you choose not to set up HubSpot users for your NetSuite sales reps, you can still take advantage of our default sales rep syncing to the owner name and email fields.

• We automatically populate a HubSpot dropdown with all NetSuite marketing campaigns.
• Using HubSpot forms or workflows, you can automatically create campaign responses from HubSpot.
• Marketing reports in NetSuite include campaign ROI analysis, campaign response, lead source analysis, and sales by lead source.
• The perfect solution for organizations already using NetSuite campaign reporting, or for those with multi-channel marketing looking to report on ROI across all channels.

• Unlock powerful marketing automation and reporting in HubSpot! We integrate all NetSuite Opportunities to HubSpot Deals, including opportunity status and any custom field mappings.
• The opportunity may be associated to a primary contact or to all contacts under the opportunity’s account.
• Create smart lists, workflows, and lead scoring based on any opportunity/deal field.
• Use the HubSpot Reporting Add-On to generate dashboards and custom reporting on both marketing and sales.

• Take your marketing automation to the next level by syncing NetSuite financials to HubSpot.
• Sales orders, quotes, or invoices will be synced to their own pipeline in HubSpot Deals with any requested custom field mappings.

• Most popular for e-commerce and product businesses, syncing line items to HubSpot Deals provides the most granular and powerful list segmentation and automation.
• Line items will sync to their own deal pipeline separate from their parent transaction record.
• This is a great fit for following up with customers after they purchase specific products or categories.

• When mapping custom dropdown fields with lists that are likely to change, such as tracking event attendance, our dropdown list syncing will keep your integration running at top performance.
• Any time a list item is added or changed in NetSuite, the corresponding HubSpot dropdown field is automatically updated.
• This ensures that the same options are available in both systems at all times.
• Prevents sync issues when the HubSpot dropdown fields are not properly maintained.

• Maintain your Company/Contact relationships in HubSpot to reflect those in NetSuite.
• This is helpful for sales reps looking to use HubSpot CRM to track some of their sales efforts.
• Sync any NetSuite Company field to the HubSpot Company.
• Without this feature, you still get all your NetSuite company fields syncing to the HubSpot Contact. There is no major difference in usability unless your team is using HubSpot CRM.

Do you have a record type not supported by our integration out of the box? Typically it’s best to sync custom entities to HubSpot Deals. A deal can have many different types, helpful to separate opportunities from custom record types. A deal is associated with one or more contacts, so this is also helpful for one-to-many relationships.

We recommend connecting the integration directly with your NetSuite production account in order to avoid potential issues syncing your live HubSpot data with sandbox NetSuite data. If your IT organization requires sandbox testing of the integration before moving to production, this service is available for a small one-time fee.