The Goal

Build a seamless, automated connection between NetSuite and HubSpot for a client that keeps sales data in sync and reps focused on selling — not manual data entry.

Project Scope

This is a defined, deliverable-based contract. The integration is complete when the following three automations are live and functioning:

1. Estimate → Deal Creation When an estimate is created in NetSuite, a corresponding deal is automatically created in HubSpot. No manual entry. No lag.

2. Sales Order → Closed Won When a NetSuite estimate is converted to a sales order, the associated HubSpot deal automatically moves to Closed Won.

3. Stale Estimate → Follow-Up Task If an estimate has been sitting untouched for 7 days, an automated task is assigned to the rep in HubSpot to prompt a follow-up.

You're the right fit if you have:

• Proven experience building HubSpot + NetSuite integrations
• Deep familiarity with HubSpot's CRM API and workflow engine
• Working knowledge of NetSuite's SuiteScript or REST API
• A track record of delivering clean, documented, production-ready integrations
• The ability to scope, build, test, and hand off — independently

What Success Looks Like All three triggers are live, tested, and documented. The internal team can maintain it without you.

Engagement Type Project-based contract. Fixed scope. Payment tied to delivery milestones.

Founded in 2025, Raise CMO is a quickly growing marketing firm dedicated to delivering exponential growth for its clients.

At Raise, we believe the power of exponential growth can be achieved through consistent, incremental change. We’re driven by a belief in better, powered by technology, and guided by experience so that our people, clients, and company, can grow exponentially.

Change is the only constant. Which is why our team is in a relentless pursuit of growth for themselves, our company, and our clients. At the core of our DNA, we value curiosity, culture, collaboration, and cultivation.

• Curiosity: questions shape reality
• Culture: company culture is the catalyst for growth
• Collaboration: the math is simple… we > me
• Cultivation: long-term gains are better than short-term profits

We’re always leaning into, looking for, learning, and leveraging the latest and greatest technology.

Our humanity connects us - colleague, client, consultant. And our life experiences guide us… 

Successes and failures