Create Sales Orders in NetSuite (pricing, attachments, and more)

Loom

Winnie Hien・

about 2 years ago

316 views

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4 min⚡️5 min 1 sec4 min 1 sec3 min 21 sec2 min 41 sec2 min 22 sec2 min1 min 36 sec

1.2×

4 min⚡️5 min 1 sec4 min 1 sec3 min 21 sec2 min 41 sec2 min 22 sec2 min1 min 36 sec

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8 Comments

Stephen Boerstler

June 9, 2023

Thanks for sharing in a loom video. This is super helpful in showing the new features. Awesome job with the NetSuite integration. We are using this integration with Ops Hub Pro and recommending this as "the" solution to connect HubSpot to NetSuite. Very grateful for your innovative work!

Erica Taub

Feb 23, 2024

I don't see this exact workflow in HubSpot, I would have to go into deal automations to do something similar

Winnie Hien

Feb 26, 2024

Hi. Follow the set-up instructions here:

https://knowledge.hubspot.com/integrations/create-a-netsuite-sales-order-in-hubspot

(Search for the section with "Feature Discovery")

You need to enable extra features in the Feature Discovery tab for it to appear in workflows.

Anonymous

Aug 27, 2024

this is why it's so frustrating working within HubSpot because....again, what the instructions say is not reflected in what I see as the admin, so I can't follow the steps, and all anyone ever does is refer me to outdated articles

Matthew Scaramastra

Feb 5

On this workflow, I continuously get the error message, 'There are no Individual/Company Customer syncs turned on, which is required before a Sales Order can be created.' But these syncs are on. There is not a lot of documentation to guide on this, any help you can add is appreciated.

Frans Leys

May 26, 2023

(edited)

most.expensive.blue.bicycle.EVER...

Frans Leys

May 26, 2023

very cool additions!

Joey Rucks

May 29, 2023

Thank you Winnie! Great Job

Joe Roche

June 12, 2023

Thank you Winnie! 🙏

Heywood Chu

July 17, 2023

Thank you Winnie! 🙏