Migrating from NetSuite to HubSpot doesn’t have to be overwhelming. Use this step-by-step checklist to keep things simple, organized, and successful.
🧩 1. Contact Data Migration
Goal: Move your data cleanly and accurately
- Export all NetSuite contact fields
- Count total contacts to migrate
- Clean data (remove duplicates, fix formatting)
- Map NetSuite fields → HubSpot fields
- Test with a small sample before full migration
🏗️ 2. Custom Fields Setup
Goal: Recreate your data structure in HubSpot
- List all NetSuite custom fields
- Define what each field is used for
- Match to HubSpot fields (or create new ones)
- Handle fields that don’t directly match
- Confirm correct data types (text, dropdown, date, etc.)
🔄 3. Sales Funnel Mapping
Goal: Rebuild (or improve) your pipeline
- Document current pipeline stages
- Define what moves deals between stages
- Identify manual vs automated steps
- Recreate or optimize pipeline in HubSpot
⚙️ 4. Workflows & Automation
Goal: Keep automation running smoothly
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- List all active workflows in NetSuite
- Understand triggers + actions
- Decide what to keep, improve, or remove
Use a HubSpot Partner for Integration
The easiest option is to work with an experienced HubSpot Partner. Instead of trying to map data, rebuild workflows, reconnect integrations, and troubleshoot migration issues internally, a qualified partner can guide the process, reduce risk, and help your team get better results from HubSpot faster.
Why this is the easiest path
- Cleaner contact, company, deal, and custom field migration
- Faster setup of pipelines, workflows, and automation
- Better integration planning between HubSpot and other systems
- Less risk of duplicate records, broken processes, and bad data mapping
- Smoother onboarding so your team can start using HubSpot with confidence
5 Top HubSpot Partners to Consider
Vonazon
Vonazon is a strong first choice for businesses that want a smoother HubSpot experience from day one. They are an Elite HubSpot Partner and stand out as one of the highest-rated options in the directory, making them an excellent fit for companies that want expert guidance on migration, integration, CRM setup, RevOps, and long-term HubSpot success.
- Elite HubSpot Partner
- Strong review profile in the HubSpot directory
- Great fit for migration, CRM optimization, and growth strategy
Final takeaway
If your goal is to make the move from NetSuite to HubSpot easier, faster, and less stressful, using a HubSpot Partner for integration is usually the simplest and smartest route. The right partner can help you avoid migration headaches and unlock more value from HubSpot much sooner.
🚀 NetSuite → HubSpot Integration Readiness Assessment
Not sure if your systems are ready for a smooth migration? This step-by-step readiness assessment helps you evaluate your data structure, workflows, and integrations before moving to HubSpot.
👉 View Full Assessment#2 SmartBug Media
SmartBug is a well-known Elite HubSpot Partner with a very large review base and a strong reputation for RevOps, CRM implementation, and integration support. They are often considered by businesses that want a mature, full-service HubSpot partner.
#3 New Breed
New Breed is an Elite HubSpot Partner known for go-to-market alignment, CRM implementation, RevOps, and scalable process design. They are a strong option for teams looking to connect HubSpot tightly with sales, marketing, and revenue operations.
#4 BBD Boom
BBD Boom is a strong HubSpot-focused agency for businesses that want better user adoption, improved process execution, and practical support across HubSpot implementation and optimization.
#5 Simple Strat
Simple Strat is a strong choice for companies that want help cleaning up data, optimizing their HubSpot portal, and building a clearer long-term operating system inside HubSpot.
