Case studies / Freedom and Glory Flags
NetSuite integration
The story
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
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.
Book a free 30-minute call. You'll get a written scope and one fixed price.