Embed Hubspot data into NetSuite layouts

Connecting Hubspot data directly into your NetSuite record layouts lets your team see CRM insights without switching tabs. This guide explains how to embed relevant CRM information into NetSuite using an iFrame-based integration layout.

How the Hubspot and NetSuite integration layout works

The integration layout is a special web page that NetSuite loads inside an iFrame on your NetSuite record pages. It uses URL parameters passed from NetSuite to determine which record to display from your CRM database.

By configuring a custom field in NetSuite to hold this iFrame URL, you can surface contextual data from your CRM on records such as contacts, companies, or deals.

Key components in the Hubspot integration layout URL

The integration layout URL contains several parameters that NetSuite passes when it loads the frame. These define which object to show and how data is filtered.

• Object type: identifies which CRM object to display (e.g., contact, company, or deal).
• Object ID or email: links the NetSuite record to the correct CRM record.
• Domain and account details: ensure the request is tied to the correct CRM account.
• Optional filters: refine which related records should appear.

These elements work together so that when a user opens a NetSuite record, the correct data from your CRM shows in the embedded frame automatically.

Prerequisites for embedding Hubspot data

Before you configure the integration, confirm that you have the following in place:

• Administrator access to your CRM account to view the integration layout URL.
• Administrator or customization permissions in NetSuite to edit custom fields and record forms.
• A clear mapping between NetSuite record types and CRM objects, such as contacts to contacts, or customers to companies.

You should also ensure that the records in both systems share a reliable unique identifier, such as an email address or an external ID, to maintain accurate matching.

Step-by-step: Add the Hubspot layout to NetSuite

Follow these steps to embed the integration layout into a NetSuite record:

1. Locate your Hubspot integration layout URL

1. Sign in to your CRM account with admin privileges.
2. Open the integration or connected apps area where the NetSuite layout configuration is available.
3. Copy the integration layout URL that will be used inside the iFrame.

Keep this URL handy; you will paste it when creating the NetSuite field.

2. Create a custom NetSuite field for the Hubspot iFrame

1. Log in to NetSuite as an administrator.
2. Navigate to Customization > Lists, Records, & Fields and choose the relevant record type, such as Entity Fields or CRM Fields.
3. Click New to create a custom field.
4. Set the field type to Inline HTML or any type that supports embedding an iFrame.
5. Give the field a clear label, for example, CRM Integration Layout.

This custom field will hold the HTML that loads the integration layout in an iFrame on the NetSuite page.

3. Embed the Hubspot layout in the custom field

1. In the custom field form, locate the area where you can insert HTML or a default value.
2. Paste an iFrame snippet that references the integration layout URL you copied earlier.
3. Append NetSuite tokens or field IDs to the URL so the layout receives relevant information, such as internal ID or email, as query parameters.

A typical structure might look like:

• Base integration layout URL from your CRM.
• Query parameters mapped to NetSuite fields, for example email or entityid.

These parameters allow the integration layout to load the correct record based on the NetSuite page you are viewing.

4. Add the Hubspot field to the appropriate NetSuite form

1. In NetSuite, open Customization > Forms > Entry Forms or the matching form type for your record.
2. Edit the form used by your end users.
3. Locate the Fields or Screen Fields tab and add the custom integration layout field you created.
4. Place the field in an appropriate section or subtab, such as a dedicated CRM or Integration subtab.

Once saved, the form will include an embedded frame that loads the integration layout whenever a record is opened.

How NetSuite passes data to the Hubspot layout

When a user opens a NetSuite record, the iFrame loads with a URL that includes dynamic tokens or field values. NetSuite replaces these tokens with real record data at runtime.

Common examples of data passed include:

• Internal record ID.
• Email address for contacts or customers.
• Company name or domain.
• Custom identifiers that exist in both systems.

The integration layout reads these parameters, searches your CRM database, and returns relevant information to display inside the frame.

Use cases for displaying Hubspot data in NetSuite

Embedding the integration layout allows teams to view CRM information while working in NetSuite. Typical use cases include:

• Showing contact timelines, such as recent form submissions or email activity.
• Displaying associated deals or opportunities alongside customer records.
• Surface account-level metrics, like lifecycle stage or lead score.
• Presenting notes, tasks, and interactions recorded in your CRM.

This reduces the need to switch between browser tabs and helps keep customer data aligned across platforms.

Tips for optimizing your Hubspot and NetSuite setup

To keep the integration running smoothly, consider the following best practices:

• Standardize identifiers: use consistent emails or unique IDs across both systems.
• Limit layout clutter: show only high-value CRM details in the integration layout to keep NetSuite screens readable.
• Test on sandbox: validate iFrame behavior and URL parameters in a sandbox account before deploying to production.
• Monitor performance: ensure the embedded layout loads quickly and does not slow down NetSuite pages.

Specialized consultancies such as Consultevo can help design scalable configurations for complex workflows.

Troubleshooting Hubspot data not showing in NetSuite

If the integration layout does not display as expected, review these common issues:

• Blank frame: verify that the custom field type supports HTML and that the iFrame tag is not being stripped.
• No matching record: confirm that the parameters passed from NetSuite match actual CRM records.
• Incorrect mapping: check that NetSuite tokens in the URL correspond to the correct fields on the record.
• Permissions issues: ensure the user has access to the integration layout and relevant CRM objects.

Testing with a known record that exists in both systems can help isolate whether the issue is with mapping, data quality, or permissions.

Learn more about the Hubspot integration layout

For technical details and the latest instructions, review the official documentation on embedding CRM data into a NetSuite layout using an integration frame: official integration layout guide. This resource explains the parameters, supported objects, and configuration options in depth.

With the integration layout properly embedded, NetSuite users can see up-to-date CRM information in context, improving data visibility and supporting better customer decisions.

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