Objective
A mid-sized industrial equipment manufacturer needed its sales and service teams to view real-time inventory levels, pricing, and product availability from NetSuite directly inside HubSpot.
The goal was to shorten quote-to-order cycles and reduce errors caused by disconnected systems.

Challenges
- Inventory data existed only in NetSuite’s ERP modules, while the sales team lived entirely in HubSpot.
- Pricing and discount structures changed frequently and had to be reflected in quotes within minutes.
- Multiple warehouses required location-specific stock visibility.

Solution Overview
DRC Systems designed and implemented a bi-directional integration using NetSuite’s SuiteTalk REST API and HubSpot custom objects.
Key elements:
- Inventory & Product Sync: Nightly full sync plus on-demand API calls for high-value SKUs. HubSpot custom objects store SKU, warehouse location, available-to-promise quantities, and tiered pricing.
- Sales Order Flow: Deals created in HubSpot automatically generate NetSuite sales orders once approved, keeping fulfillment and finance in sync.
- Real-time Alerts: Webhooks trigger HubSpot workflows when NetSuite inventory thresholds are reached, notifying reps of low-stock situations.
- Secure Data Layer: All transactions routed through a middleware layer for audit logging and retry logic, meeting the client’s compliance requirements.
Results
- Quote-to-order time cut by 35 % through instant visibility of stock and dynamic pricing.
- Order accuracy improved to 99 %, reducing costly back-orders.
- Unified 360-degree view of customers, enabling automated follow-ups and cross-sell campaigns.
- Because of confidentiality agreements, the live instance is only accessible under NDA, but we can arrange a private demo to showcase the architecture and approach.

Tech Stack

HubSpot Custom Objects

NetSuite SuiteTalk REST

AWS Lambda Middleware

Webhooks & HubSpot Workflows
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