AMTdirect Minimizes Data Complexity with a NetSuite HubSpot Integration

Written by Zak Pines on November 11, 2018

Posted in Workflow Automation

AMTdirect needed its data to bi-directionally sync between NetSuite and HubSpot, but they didn’t want to create their own manual integration. When researching a non-technical way to connect the two systems, Amber Newman discovered Formstack Sync. With less data complexity and a well-working integration, her team feels empowered to take their marketing automation to the next level. Here’s an abridged transcript of her chat with our VP of Partnerships, Zak Pines.

Background on AMTdirect

Zak: Amber, thanks for taking the time to catch up with us today. How are things progressing for you at AMTdirect?

Amber: Things are going great. We’ve exceeded our goals so far this year for website visits, lead generation, and new customer acquisition.

Zak: OK, that is always great to hear from a marketer. Can you give us a quick snapshot of what AMTdirect does?

Amber: Sure. We provide real estate management software and services to companies that have a large number of leased and owned real estate assets. So our customers are retailers such as Lowe’s or Rite Aid who have many locations, healthcare organizations, and universities.

Setting Up Their HubSpot-NetSuite Integration

Zak: You rolled out a HubSpot-NetSuite integration using Formstack Sync. How has it been going for you?

Amber: It’s been running incredibly smoothly. We’ve had really strong data quality between the two systems. They are running in parallel with a bi-directional synchronization.

It’s been completely hassle free, we’ve been able to “set it and forget it,” so to speak, while getting the data we need back to HubSpot for lead follow up campaigns and reporting.

Zak: What’s been the impact of having the Formstack Sync integration for you?

Amber: It’s greatly simplified life for us. The reason is we have a complex CRM system in NetSuite, but we are wedded to it because it’s also our ERP and accounting system.

At a previous company I was part of a NetSuite HubSpot integration that was manually programmed through APIs and was a nightmare. Things would change in NetSuite, and the system would break. We couldn’t trust it.

With Formstack Sync, we have complete trust that the integration is working and data is flowing properly back and forth between HubSpot and NetSuite.

Our marketing team doesn’t need to worry about the complexity of NetSuite. We can leverage HubSpot as a great marketing tool, and the integration with NetSuite just runs behind the scenes. This has been very empowering for us.

Learn More: How to Integrate NetSuite and HubSpot

Why Formstack Sync?

Zak: What was your initial decision process when selecting Formstack Sync?

Amber: When I joined AMTdirect we were using a proprietary CMS and Pardot for marketing automation. I knew consolidating that with HubSpot would be best for the marketing team, but I also didn’t have technical resources to get up and running between HubSpot and NetSuite.

By turning to Formstack Sync, I didn’t require any technical resources to setup the integration. Formstack Sync’s turnkey integration for HubSpot and NetSuite became the lynchpin to getting the marketing automation tool that I needed.

If you want to discuss the options and considerations for an optimal HubSpot-CRM sync, please contact our teamto discuss your situation.