Discover how we partnered with a growing company as they expanded HubSpot beyond basic CRM to power sales visibility, marketing lifecycle tracking, and customer success engagement. With NetSuite remaining the financial system of record, the plan was to rely on the native integration to keep data aligned as usage scaled. What appeared to be a standard, straightforward setup soon became an opportunity to ensure the foundation was truly built for growth.
Challenge:
NetSuite complexity revealed architectural risk, shifting focus from sync setup to revenue impact.
Solution:
Focused on architectural clarity, defined ownership, limited sync scope, reduced long-term risk.
Results:
Assessment shifted integration from technical task to strategic design, ensuring clarity, durability, and reduced costly rework.
Results at a Glance
Strategic Shift
Reframed integration from a technical task to a broader systems decision.
Assumption Review
Identified where native tools fell short, preventing costly rework.
Clarity Gained
Determined what native capabilities could support and where extra design was needed.
Durable Outcome
Developed a realistic, long-lasting integration strategy without abandoning native tools.
The Challenge
As discovery progressed, it became clear that the NetSuite environment carried more complexity than originally assumed.
Key factors included:
Readiness Outcome
The environment was classified as High Risk from an integration readiness perspective.
Native integration alone was unlikely to support the required workflows and reporting expectations without introducing long-term fragility. Proceeding without additional design would have increased the likelihood of post-launch disruption.
The Build
The readiness assessment reframed integration from a technical checkbox into a systems decision.
By identifying where native assumptions broke down, stakeholders avoided committing to an approach that would have required costly rework later. The team gained clarity on what native tools could support and where additional design was necessary.
The outcome was not a rejection of native integration, but a more realistic and durable integration strategy.
Pressure-test integration assumptions before they harden
For teams running HubSpot alongside NetSuite, early clarity can prevent downstream disruption.
If you’re evaluating how your integration should support revenue, reporting, and scale, a short readiness conversation can help surface risk before it shows up later.
Design integration around how your business actually operates
For teams scaling beyond native assumptions.
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