Create a Customer in NetSuite Whenever a Company is Created in HubSpot

You can automatically create a customer record in NetSuite whenever a new company is created in the HubSpot application using Oracle Integration.

This use case provides an overview of Oracle NetSuite REST Adapter features with the invoke role, data mapping, and integration workflow.

The following adapters and their operations are used in this use case:
  • HubSpot Adapter: Configured as  a trigger connection to capture the  Company Creation event in HubSpot.
  • HubSpot Adapter: Configured as an invoke connection to perform a Query operation to fetch complete company details.
  • Oracle NetSuite REST Adapter: Configured as an invoke connection to perform the Insert Record (Customer) operation to create a new customer in NetSuite.

This implementation pattern provides an overview of the steps:

  1. Create a HubSpot Adapter as trigger and invoke connections and an Oracle NetSuite REST Adapter as an invoke connection.
  2. Create a new application integration.
  3. Drag the HubSpot Adapter into the integration canvas as a trigger connection.
  4. Configure the HubSpot Adapter endpoint as follows:
    1. On the Basic Info page, provide an endpoint name. 
    2. On the Operation Page, select Company as the object and creation as the event type.
    3. On the Summary page, review and confirm your selections.
  5. Drag the HubSpot Adapter into the integration canvas as an invoke connection.
  6. Configure the HubSpot Adapter endpoint as follows:
    1. On the Basic Info page, provide an endpoint name. 
    2. On the Action page, select Query information as the action.
    3. For the query information on the Operation page, select companies as the object and Retrieve record by Id as the operation.
    4. On the Summary page, review and confirm your selections.
  7. Use the mapper to map the data created in the Company Create event HubSpot Adapter trigger connection to the Get company details object created using the HubSpot Adapter invoke connection.
  8. Drag the Oracle NetSuite REST Adapter into the integration canvas as an invoke connection.
  9. Configure the Oracle NetSuite REST Adapter endpoint as follows:
    1. On the Basic Info page, provide an endpoint name and select CRUD as the operation type and Post as the action.
    2. On the Configuration page, make the following selections:
      1. Object: Customer
      2. Operation: Insert record
      3. Request type: Synchronous
    3. On the Summary Page, review and confirm your selections.
  10. Use the mapper to map the company details from the HubSpot Adapter invoke connection to the Oracle NetSuite REST Adapter invoke connection object’s message structure. 
  11. When complete, activate the integration. 

    Once activated, this integration is automatically triggered whenever a new company is created in HubSpot.

    When the HubSpot Company Create event occurs, the following tasks are performed:
    • The integration starts and fetches the complete company details using the HubSpot Query operation.
    • After retrieving the full record, the integration maps the company information to the corresponding fields required for creating a customer in NetSuite.
    • The mapped data is sent to NetSuite through the Insert record operation, resulting in the automatic creation of a new Customer record in the NetSuite application.

    The complete integration looks as follows:


    A trigger connection, map, invoke connection, map, and invoke connection are shown.