Case Study — Financial Services

HubSpot ↔ NetSuite Integration for an Industrial Manufacturer

  • HubSpot ↔ NetSuite
  • AWS Lambda Middleware
  • Real-time Inventory
  • Audit Logging
Overview of the Client

Who we built this for

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.

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Challenges

Where this build got difficult

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

What we actually built

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.
Tech Stack

Core tech stacks we implemented

Tech Stack

HubSpot Custom Objects NetSuite SuiteTalk REST AWS Lambda Middleware Webhooks & HubSpot Workflows
Results

What the integration changed

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.

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