ORIGINAL BROADCAST DATE: 6/25/25
Your sales team’s in HubSpot. Your finance team’s in NetSuite.
But quoting?
That’s where things fall apart.
In this webinar, we show how quote•hapily brings real CPQ power to HubSpot — and how the right integration strategy ties it all together with NetSuite. Plus we’re joined by Flawless Inbound (powered by GSI), experts in ERP integrations, to walk through how to finally get sales and finance on the same page.
What You'll Learn:
Q: What if we already use HubSpot’s native Products and Quotes? Do we need to replace them?
A: If you already use HubSpot products that’s great, with quote happily, we are 100% native and use the native product library in HubSpot. We can manipulate the products and prices you have already in HubSpot for different purposes or provide greater ways to sell your products using various pricing methodologies supported by the platform.
Q: When would we need a custom integration or middleware beyond what’s shown here?
A: When your processes or data structure is more complex than what was shown. For example if records or fields are not mapped 1:1, if there are manufacturing requirements such as a BOM to be made in NS, or if your NetSuite implementation uses product groups and/or parent/child product structures.
Q: Can approvals be setup to be done in NetSuite as well if finance needs to look without HubSpot access?
A: Yes. NetSuite users can still approve all key transactions within NetSuite itself (via SuiteApprovals or SuiteFlow). They can use dashboard widgets or mobile approvals.
Q: Can we calculate margin at the line item level — and enforce minimum thresholds?
A: We can add enforceable or rule based margins to any of the products you sell, where we can enforce customer specific margins where “partners” get 30% margins and regular customers get 50 percent margins, the margin will be dynamic to the specific customer or deal based conditions we’re working with.
Margins can also be set to be editable by the sales rep where they’re met with a minimum margin when they add a product to the quote and have the ability to upsell as they please. If they choose to edit the margin below the suggested threshold we can trigger approvals and or block them for selling margins that aren't profitable.
Bonus: if you sync NetSuite purchase price to HubSpot unit cost, and run a margin based formula with quote hapily, you can see the updated margin calculation on a single line item.
Q: What happens if someone changes a quote in HubSpot after it's been synced to NetSuite? (Andrew question about the Native App sync)
A: The native app does not live sync HubSpot deals to NetSuite Sales orders. The demonstrated workflow is the only way to achieve this and will create a new sales order for each sync (no updating). If this is an issue, this is another example where a custom integration would be warranted. With a custom integration we can live sync any HubSpot and NetSuite objects and fields to each other with any additional sync logic.
Q: Can we sync bundles or collections of products, not just individual SKUs?
A: The native HubSpot<>NetSuite integration doesn’t support syncing bundled products — it only passes over individual SKUs. But with quote•hapily, you can build and send bundles directly from HubSpot.
To get those bundles into NetSuite as true collections (not broken out line by line), a custom integration is the way to go. It gives you full control over how products are grouped, mapped, and synced so everything stays organized and accurate across both systems.
Q: How does quote•hapily support different pricing for resellers versus direct customers?
A: When selling to different customer types with quote hapily we can make it easy by setting customer specific pricebooks inside of HubSpot. We use the native product library and overwrite the prices to different levels bases on the customer we’re quoting. We can do a 20% discount book for resellers where direct to consumer is website price. This way the sales reps always have the right pricing in every scenario.
When it comes to margins you can use hubspot workflows to set a dynamic margin on your customer records and use that in a quote hapily formula so that we can update the margin of your line items based on the customer we’re quoting. (Partners get a 30% margin where direct to consumer is 50%)
Q: Can we use our cost data from NetSuite in pricing logic inside HubSpot?
A: Yes, any field that quote•hapily is using for logic can be pulled from NetSuite
Have additional questions? Book time today!