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@Nicole Mendoza-Oracle and @Michelle Jabanes-Oracle , Thank you so much for providing possible solutions for my synch issue. I am happy to tell you. I figured it out. When setting up the synch in HubSpot, the "Lifecycle Stage" field needs to map to NetSuite's "Status" field. Before doing this, you have to make sure that…
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@Nicole Mendoza-Oracle I tried the HubSpot mapping idea I mentioned above. The leads still converts into a Customer in NetSuite when it synchs. It must be a control feature on the NetSuite side. Do you have any more ideas?
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Hello @Nicole Mendoza-Oracle - I have an idea. In HubSpot, before I synch, I need to map the fields that will synch. My leads in HubSpot are assigned a life cycle status as "lead". I can map that to "Status" in NetSuite. "Status" in NetSuite, I assume is the lead or customer status???? So, hypothetically when it synchs,…
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Hello @Nicole Mendoza-Oracle: Thank you for getting back to me. Yes, I have already built custom customer statuses for our business using the above you mentioned. The issue is that the leads coming in from HubSpot are assigned customer status when they should be lead status. So even if I make additional custom customer…
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I saw this in the HubSpot Community Boards from someone else's issue. It looks like there is an option to set the default to qualified lead in the Sales Preference. But I don't have that option when I go to Sales Preference.