Stacksync MCP is here. Give Claude, Cursor, and any MCP client governed access to your syncs, workflows, and connections.
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Salesforce 
HubSpot 
NetSuite 
Zendesk 
Microsoft Dynamics 365 Sales 
Dynamics 365 F&O 
Attio 
Pipedrive 
Zoho CRM 
Campfire 
Rillet 
Front 
Shopify 
Amazon Seller Central 
SendGrid Keep customer details connected from sales to finance. Sync supported HubSpot and NetSuite records while keeping commercial relationships and financial ownership clear.
Set this up from Claude or ChatGPT
Example workflow based on connector documentation
A customer should not become two disconnected identities after a deal closes. Start with the company, customer, and contact records; keep accounting decisions under finance’s control.
Link a HubSpot Company to a NetSuite Customer that represents a business. Retain the two record IDs and the customer’s subsidiary context; route individual customers to a separate mapping.
Map HubSpot Contact records to NetSuite Contact records after the company/customer link is established. In this example, HubSpot owns day-to-day contact details; NetSuite owns the legal billing identity.
Sync the selected writable contact fields and check one changed phone number in the matched record. Use the Issues dashboard for validation errors. Treat order creation and invoice posting as separate business workflows.
AI assistant
Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste.
Server URL
https://mcp.stacksync.com/mcp codex mcp add stacksync --url https://mcp.stacksync.com/mcp
codex mcp login stacksyncComplete the browser sign-in with your Stacksync account, then start a new Codex session.
claude mcp add --transport http stacksync https://mcp.stacksync.com/mcpOpen Claude Code, run /mcp, select stacksync and complete the browser sign-in.
Then ask: “List my Stacksync workspaces.” Sign-in connects your assistant; it does not create a sync yet.
Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other assistants: setup steps in the docs.
Create a two-way sync between my HubSpot and NetSuite.
You can also ask for workflows and AI agents (Genies) that use HubSpot and NetSuite. The assistant checks what each app supports, for example:
New to Stacksync? Create an account first, then sign in from your assistant.
Example mapping
Keep a business customer’s contact details current
Download the mapping worksheetCSV · No email required
The workflow shows a mapping design, not an account-tested configuration. NetSuite Customer and Contact have documented read/write support; custom-object writes require access, and Saved Searches are read-only. The billing-name property is an example field to configure, not a built-in mapping.
| Source | Target | Field owner | Mapping notes |
|---|---|---|---|
| HubSpot Company record ID | NetSuite business Customer record ID | CRM and ERP administrators | A NetSuite Customer may be a person or a company. This example covers company customers and preserves subsidiary context. |
| HubSpot Contact phone and email | NetSuite Contact phone and email | HubSpot in this example | Use a stable contact ID link; changing an email address must not create a second person. |
| NetSuite Customer legal name | Dedicated HubSpot Company billing-name property | NetSuite / finance | An example custom property to configure. Keep it separate from the company’s trading name and map only fields available in the connected accounts. |
Expected result: Sales and finance can identify the same business customer and work from current contact information without copying the entire ERP into the CRM.
HubSpot data without a HubSpot SDK in the product codebase
Related customer story: HubSpot–MySQL. Eko uses Stacksync to connect HubSpot with MySQL while retaining its database-based development and testing workflow. Read the Eko story.
Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| Supported. Confirm field permissions and sync direction. |
| Coming soon. Confirm field permissions and sync direction. |
| Not supported. Confirm field permissions and sync direction. |
Read and write support varies by record
Record types covered in the setup guide
| Record types | Coverage and requirements |
|---|---|
| Reading: Supported. Updating this object: Supported. |
| Supported. Confirm field permissions and sync direction. |
| Reading: Supported. Updating this object: Request access. |
| Reading: Supported. Updating this object: Coming soon. |
| Reading: Request access. Updating this object: Request access. |
| Reading: Supported. Updating this object: Read-only object. |
| Reading: Request access. Updating this object: Read-only object. |
Review how each system connects, detects changes, and permits access to your records.
View setup requirements and limits| Connection requirement | HubSpot | NetSuite |
|---|---|---|
| Integration interface | REST API (CRM v3) | SuiteTalk REST and SOAP web services, plus SuiteQL queries |
| Authentication | OAuth | Token-Based Authentication |
| Change detection | Record updates and association changes need separate validation. | Read and write support is documented by object; the source guide does not establish one change-detection method or frequency for every object. |
| Read access | Available for supported records | Available for supported records |
| Write access | Available for supported records | Available for supported records |
Architecture
Choose the approach that fits your record model, field ownership, and connected systems.
Use HubSpot’s native object mappings for supported one-way or two-way data sync. Its deal-based workflow action can also create NetSuite sales orders.
Considerations: Custom field mappings require a Data Hub subscription. Object mappings, subsidiary handling, and workflow prerequisites determine the available setup.
Configure ongoing record sync in Stacksync: select objects and direction, edit field mappings, and inspect or retry rejected records in one dashboard.
Considerations: Your team defines record identity and business ownership. Supported objects, writable fields, and account permissions determine the available configuration.
Enterprise controls
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Inspect sync errors and use retry and revert controls to resolve failed updates.
Read the recovery guideImplementation
Review setup, record relationships, testing, and recovery for your implementation.
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
Setup guides: Authorize HubSpot
Setup guides: Authorize NetSuite
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use the HubSpot and NetSuite planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.
Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.
Download the mapping worksheet · CSV, no email required
Customer identity
Before linking HubSpot Company to NetSuite Customer, check whether the customer is an individual or a company. Match the correct record type in each system.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Company documentationNetSuite: Customer documentation
Customer identity
Before linking HubSpot Contact to NetSuite Customer, check whether the customer is an individual or a company. Match the correct record type in each system.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Contact documentationNetSuite: Customer documentation
Record matching
Compare whether HubSpot Contact and NetSuite Contact describe the same contact in your business.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Contact documentationNetSuite: Contact documentation
Record matching
Compare whether HubSpot Invoices and NetSuite Invoice describe the same customer invoice in your business.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Invoices documentationNetSuite: Invoice documentation
Business process
Approved sales handoff: HubSpot Deal provides context for NetSuite Sales Order. These are related records, not equivalent entities.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Deal documentationNetSuite: Sales Order documentation
Business process
Order-to-invoice handoff: NetSuite Sales Order provides context for HubSpot Invoices. These are related records, not equivalent entities.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Fields to include
References: HubSpot: Invoices documentationNetSuite: Sales Order documentation
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Starting event: A change to the selected Company or Customer record needs a defined result in the other system.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Starting event: A change to the selected Contact or Customer record needs a defined result in the other system.
Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.
Starting event: A change to the selected Contact or Contact record needs a defined result in the other system.
Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.
If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Validate the selected objects and operations even where connector-level direction is documented.
Starting event: A finance-owned record in NetSuite needs operational visibility through Contact or Company.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
The expected customer relationship is preserved with no duplicate action or unintended write.
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
The expected customer relationship is preserved with no duplicate action or unintended write.
Test an email change, two records sharing an email, and a person associated with multiple organizations.
The expected contact relationship is preserved with no duplicate action or unintended write.
Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
The expected customer invoice relationship is preserved with no duplicate action or unintended write.
Check that each connected account can read and write the chosen objects. Exercise both directions with a test record before enabling production changes.
Only an approved, supported direction and permitted fields are written.
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Inspect HubSpot Company and NetSuite Customer, their IDs, and the destination error.
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Inspect HubSpot Contact and NetSuite Customer, their IDs, and the destination error.
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.
Inspect HubSpot Contact and NetSuite Contact, their IDs, and the destination error.
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Check the HubSpot and NetSuite connector guides, account permissions, and any operations marked On Request.
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
Read the Stacksync issues dashboard guide for retry and revert behavior.
See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.
Detect changesRecord updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Apply updatesSelected writable fields update in NetSuite. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Detect changesRead and write support is documented by object; the source guide does not establish one change-detection method or frequency for every object.
Apply updatesSelected writable fields update in HubSpot. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.
Stacksync connects HubSpot and NetSuite with two-way sync for supported records. Authorize the accounts, select the record types, and map compatible fields. Both connectors support reading and writing; object permissions determine the available fields. Use the Issues dashboard to inspect and resolve rejected updates.
Stacksync supports two-way sync between writable records in both systems. The chosen objects and fields must permit updates in both directions. Read-only fields can supply values but cannot receive updates. Stacksync can read database views; it does not write back to the view.
Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Have a HubSpot Super Admin authorize Stacksync through the account connection flow. Have a NetSuite administrator enable web services and token-based authentication, then create an integration record and access token. Use the pair worksheet to record ownership and acceptance criteria.
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
Start by reviewing Company in HubSpot and Customer in NetSuite. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
This pair can involve both record sync and process handoffs. Keep the Deal / Sales Order relationship explicit: copying fields and creating a downstream business transaction require different validation.
Further reading
Integration directory
Review documented support, sync direction, and setup requirements on each pair page. Search all 559 integrations listed for HubSpot and NetSuite.
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Walk through your HubSpot and NetSuite records, field mappings, and requirements with an integration engineer.
