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HubSpot/NetSuite Sync - User is being set as the Sales Rep despite sales rep field being mapped.
We are trying to sync HubSpot Companies and NetSuite Leads/Prospects. The issue we are facing is that when a sync occurs from HubSpot to NetSuite, it sets the User who created the record (me via the integration and SOAP Web Services) as the Sales Rep and not the Sales Rep in HubSpot. The Sales Rep field is mapped in…
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Lead, Prospects, Customers for membership based Companies
Our business model is membership based. NetSuite has a one and done Lead, Prospect, and Customer CRM method. We'd like to have the ability to become a lead and prospect again once the membership time is up and we'd like to sell to them again. It doesn't appear there's any native way to do this. If I change the Status back…
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How to set up a Workflow that converts a Lead into a Partner record?
I'm trying to understand the easiest solution to convert a Lead (Customer record) into a Partner record. Basically I need to create a new Partner record sourcing the info from the Lead (Customer record) and then eliminate the record. There is a native function to convert Leads into Contacts records but not into Partners.…
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Can Leads be converted / merged into Contacts?
We have a lot of customers who start filling up their shopping cart on SuiteCommerce, and then want to order the items for their organization. We have their organization as their own customer record, and would like this new lead to be added as a contact to be able to order for this organization, without losing their cart…