Case studies / Freedom and Glory Flags
NetSuite integration
NetSuite and website leads wired into HubSpot
The story
What changed
Since 2025 I've run the HubSpot portal for Freedom and Glory Flags end to end: integrations, automation, campaigns, sequences and reporting.
Before
Quotes lived in NetSuite where sales follow-up couldn't see them, website visitor leads were imported by hand every day, and the sales process existed only as a diagram.
After
NetSuite quotes reach HubSpot within 15 minutes and the daily manual lead import is gone.
The build
What I built
In the order the work was done.
Stack: HubSpot, NetSuite SuiteScript, HubSpot private app API, Gobot, Klaviyo, GovSpend.
01NetSuite to HubSpot quote sync every 15 minutes for the reps in scope, with mapped statuses, a 90-day backfill and a quotes dashboard
02Customer and contact sync for those reps: matches existing records, creates missing ones and sets the right owner
03HubSpot to NetSuite: qualified contacts create NetSuite leads, linked to an existing record if the email is already there
04Real-time Gobot visitor leads into a 24-hour lead distribution workflow, with repeat-visit signals
05A four-workflow prospect-to-catalog program with round-robin SDR tasks
06Ten workflows built from the client's sales process map, ready for go-live
07Klaviyo and GovSpend connected to the portal
Result
NetSuite quotes reach HubSpot within 15 minutes and the daily manual lead import is gone.
Want results like these in your portal?
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