Customer relationship management systems are one of the most common systems to integrate with NetSuite. This is because bringing the two systems together ensures that customer information, sales orders, and financial data are consistently updated across both platforms. A seamless connection between your ERP and CRM eliminates the need for manual data entry, reduces the risk of errors, provides deeper insights into customer behaviour, and saves valuable time for your sales, marketing, accounting and finance teams.
If you’re running on NetSuite and have a separate disconnected CRM, integrating your with NetSuite can significantly enhance your business operations. Below we provide an overview of different NetSuite CRM integrations and share the options for integrating your preferred CRM with your existing NetSuite tech stack.
Does NetSuite have a CRM?
Yes, NetSuite offers a comprehensive CRM system as part of its unified cloud-based business management suite. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead generation to opportunity management, sales order fulfillment, upselling, cross-selling, renewal, and customer support.
Key features of NetSuite CRM include:
- Salesforce automation | Manage leads, opportunities, sales forecasts, and quotas with real-time visibility into your sales pipeline.
- Marketing automation | Automate marketing campaigns, track campaign performance, and manage email marketing efforts to generate qualified leads.
- Customer service and support | Provide superior customer service with case management, customer portals, and knowledge base capabilities.
- Partner relationship management | Collaborate with partners through a dedicated portal to manage joint sales and marketing activities.
- Real-time dashboards and reporting | Customisable dashboards and reports for actionable insights into customer behaviour and business performance.
Why opt for third party NetSuite CRM integration
While NetSuite CRM offers robust features, some organisations choose to integrate third-party CRM systems like Salesforce or HubSpot with NetSuite. Reasons for this may include:
- You may have a preference for specialised features or functionalities offered by another CRM platform.
- Your sales and marketing teams may already be accustomed to a specific CRM system, and significant time and money have been invested in configuring and customizing it.
- You may prefer a solution that aligns with industry-specific solutions or leverages – and perhaps connects – existing investments in other technologies.
List of popular NetSuite CRM integrations
Below, we’ve compiled a list of popular CRM platforms that seamlessly integrate with NetSuite, and if your CRM isn’t on the list, don’t worry—NetSuite’s flexible integration capabilities allow you to connect virtually any CRM system to meet your business needs.
Salesforce and NetSuite integrations
Salesforce is a leading CRM platform that helps businesses manage customer relationships, sales pipelines, and marketing efforts. Integrating Salesforce with NetSuite combines Salesforce’s powerful CRM capabilities with NetSuite’s comprehensive ERP functions.
HubSpot and NetSuite integrations
HubSpot is an inbound marketing, sales, and customer service platform that helps businesses attract visitors, convert leads, and close customers. Integrating HubSpot with NetSuite allows for seamless data flow between your marketing, sales, and financial systems.
NetSuite Zoho integrations
Zoho CRM is a comprehensive customer relationship management platform that helps businesses manage sales, marketing, and customer support. Integrating Zoho CRM with NetSuite enhances collaboration between sales and finance teams.
Other CRM integrations with NetSuite
Aside from the ones listed above, NetSuite can integrate with various other CRM systems, including SugarCRM, Monday.com and many more. Whichever CRM you are using, a NetSuite integration enhances the capabilities of both systems, providing a unified platform for customer and financial data.
Options for integrating CRM systems with NetSuite
Integrating your CRM system with NetSuite can be accomplished through several methods, each offering its own set of advantages and considerations. Selecting the optimal approach depends on your business requirements, technical resources, and long-term strategic goals.
NetSuite native integration tools
NetSuite provides built-in tools and native functionalities that enable direct connections with certain CRM platforms. For example, NetSuite offers NetSuite Connector, a pre-built integration solution and SuiteTalk, NetSuite’s native integration toolset that offers APIs for both SOAP and REST web services. These native integrations are typically straightforward to set up and use, making them an excellent choice for businesses seeking quick and efficient solutions without extensive customization.
Advantages:
- Minimal setup time with user-friendly configuration
- Developed and supported by NetSuite, ensuring compatibility and regular updates
- Potentially included in your NetSuite subscription, reducing additional expenses
Considerations:
- May not offer the flexibility to accommodate complex business processes
- Availability depends on whether NetSuite supports native integration with your specific CRM system
- Ideal for businesses looking to quickly integrate NetSuite with common CRMs without extensive custom development
Pre-built integration applications
There are numerous pre-built integration solutions offered by third-party providers that specialise in connecting NetSuite with popular CRM systems with ready-made connectors that facilitate seamless data flow between platforms.
Advantages:
- Accelerated integration process with out-of-the-box functionality
- Trusted by thousands of businesses globally, ensuring reliability
- Often allow for some degree of configuration to match your business needs
Considerations:
- Will involve additional fees for the integration software
- Dependence on third-party providers for updates and troubleshooting
Middleware integration platforms
Middleware solutions like Celigo, Dell Boomi, and MuleSoft act as intermediaries that facilitate communication between NetSuite and your CRM system. These iPaaS platforms offer robust capabilities to handle complex integrations and automate workflows across multiple applications.
Advantages:
- Highly customisable to accommodate unique business processes and integration requirements
- Capable of handling integrations with multiple systems beyond CRM
- Enables sophisticated automation, such as triggering updates in NetSuite when new leads are added to your CRM
Considerations:
- May require more time and technical expertise to configure and manage
- Typically involve subscription fees based on usage or number of integrations
- Requires regular monitoring and updates to ensure continued performance
Custom API integrations
For businesses with specialised needs, developing a custom integration using NetSuite’s SuiteTalk APIs (which support both REST and SOAP protocols) and your CRM’s APIs might be the most suitable option. This approach allows for a fully tailored integration that aligns perfectly with your business processes.
Advantages:
- Build integration logic that precisely fits your requirements
- Full oversight of the integration’s functionality and performance
- Ability to integrate advanced features and complex data structures
Considerations:
- Necessitates skilled developers familiar with both systems’ APIs
- Custom projects typically take more time to complete and test
- Upfront investment in development resources
NetSuite partner integration services
Engaging with professional integration companies or consultants who specialise in NetSuite and CRM systems can be an effective way to achieve a seamless integration. These experts can assess your specific needs and develop a customised solution.
Advantages:
- Benefit from the experience and knowledge of specialists
- Receive an integration designed specifically for your business
- Professionals can anticipate challenges and implement best practices
Considerations:
- Professional services involve additional costs
Integrating your CRM system with NetSuite is a strategic step that can dramatically enhance the way your business operates. Whether you use Salesforce, HubSpot, Zoho, or another CRM platform, connecting it with NetSuite will unify your customer data, streamline workflows, and provide comprehensive insights across your organisation.
Annexa as your NetSuite CRM integration partner
At Annexa, we have a depth of experience planning and deploying integrations, ensuring our customers NetSuite ecosystem seamlessly connects with their existing software. With a team of certified NetSuite consultants and a proven track record of successful integrations across various industries, we deliver customised, efficient integration solutions that drive business growth and operational efficiency. Contact us today.
Even more integration resources
- Everything you need to know about integrations for NetSuite
- How to select the right NetSuite integration partner
- A quick guide to NetSuite payment integrations
- NetSuite integration options for expense management systems
- The why and how of integrating NetSuite with 3PL and WMS systems
- A guide to integrating NetSuite with eCommerce platforms