Are your finance and sales departments working in silos, unable to access each other's crucial data? If you're looking to break down the barriers between your Sales and Finance teams, integrating HubSpot with NetSuite is a game-changer.

HubSpot is your go-to for managing and nurturing customer relationships, while NetSuite delivers powerful financial reporting and operational insights. But when these two systems work in isolation, your sales forecasts and financial reports are at risk of being misaligned. That's where integration comes in. With Dear Lucy acting as the bridge between HubSpot and Oracle NetSuite, both CRM and financial data are seamlessly merged, allowing you to turn this raw data into visual, predictive insights that drive smarter decisions and greater alignment between teams.

Why HubSpot + NetSuite = Seamless Sales and Financial Alignment

Sales Forecasts to Financials

HubSpot CRM is essentially a system of record, and Dear Lucy turns the data into accurate, data-driven insights into your pipeline. But what happens when the financial team needs those forecasts to align with revenue projections? The integration ensures that your financial team is working with the same data as your sales team, so there's no discrepancy between CRM-based forecasts and the company's financial reports.

Invoice and Sales Order Data to Sales Teams

One of the most powerful benefits of connecting HubSpot and NetSuite is the seamless flow of invoice and sales order data directly into HubSpot. Dear Lucy creates custom reports based on this data, embedding them directly into the HubSpot UI. This allows your sales team to access detailed financial insights, like invoicing per customer, without leaving HubSpot. They get a complete picture of the deal lifecycle—from sales to payment—eliminating the need for back-and-forth between teams for financial data.

Better Decision-Making for Both Teams

By integrating HubSpot and NetSuite, both your sales and financial teams will have access to the same real-time data. This alignment empowers them to make smarter decisions based on accurate, up-to-date insights. Sales can adjust strategies based on financial realities, and finance can forecast based on actual CRM data.

Reduce Manual Data Entry and Errors

Manual processes are time-consuming and error-prone. Integration eliminates the need for duplicate data entry and minimizes the risk of errors, leading to more efficient workflows and better data quality.

The Integration in Action: What’s in it for Your Teams?

For Sales Teams: No more waiting for financial reports or struggling with inaccurate forecasts. With real-time access to sales invoicing and order data from NetSuite, your sales reps can make informed decisions, adjust strategies, and close deals faster.

For Finance Teams: Say goodbye to sales forecasts based on gut feelings or outdated numbers. With HubSpot integrated into your financial system, finance teams can rely on real-time CRM data to create more accurate revenue projections and manage cash flow more effectively.

How It Works

The integration works seamlessly with both HubSpot and NetSuite, syncing key data points like sales orders, invoices, and CRM-based forecasts directly to Dear Lucy. Once connected, your teams can start leveraging the integration’s power immediately, with all data flowing smoothly into one unified view.

Ready to Bridge the Gap Between Sales and Financials?

HubSpot and NetSuite are already best-in-class tools, but integrating them with Dear Lucy brings out their full potential. By syncing sales orders, invoices, and CRM data into one unified view, the integration provides both sales and finance teams with the insights they need to align and thrive. Whether you’re in sales, finance, or operations, this integration will streamline workflows, enhance clarity, and make your entire team more efficient and productive.

Interested in learning more?

Let’s talk about how Dear Lucy can transform your HubSpot and Oracle NetSuite data into a revenue-generating powerhouse. Book a call with our expert today!