Seven custom objects: case logs, UNOS IDs, inventory sources, an inventory ledger, per-center price lists, and separate objects for surgeons and for surgical assistants and preservationists. Labeled associations connect each case to the specific clinicians and equipment that served it, so a surgeon’s full case history lives on one record.

We built the hardest piece first: a working MVP demoed to executives that ended with HubSpot creating a real sales order in NetSuite on screen. In production, it runs both directions, generating sales orders and invoices with purchase order, shipping method, shipping instructions, and memo fields mapped end to end.

Programmable workflow actions on Operations Hub Professional read component-level serial and lot data off the case, normalize every lot number to its product convention, build the correct line items for whichever device shipped, add the standard kit components each product requires, and resolve pricing against that transplant center’s negotiated price list with an audited fallback to the default catalog. Every deal carries a written record of where each price came from.

Multi-signal duplicate detection across logger serial numbers, session IDs, and full UNOS ID, center, device and session combinations, flagging matches with reasons and handling approved duplicates. A PAR inventory system that works as a mini accounting ledger inside the CRM, with automated consumption logging and roll-ups to each inventory source. And roughly fifty separate hospital intake forms rebuilt as unified conditional forms.