---
title: Customisation Options
description: Details on how Fergus Sync can be extended to support custom fields, workflows, and objects, including the analysis and development process for bespoke requirements.
---

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1 December 2025

# Customisation Options

While Fergus Sync covers the most common customer data needs out of the box, every business works a little differently. If your workflow requires additional fields, processes, or objects to be kept in sync, we can **custom-build enhancements** to align the integration with your operational requirements.

### What we can customise

Examples include:

- Additional fields mapped between HubSpot & Fergus
- Rules for selecting or managing the Main Contact
- Syncing more Fergus entities (e.g., jobs, quotes, invoices, line items)
- Custom automation triggers from either system
- Advanced logic for merging or deduplicating customers and contacts

If Fergus exposes it via API\*\*, we can integrate it.\*\*  
If HubSpot stores it\*\*, we can sync it.\*\*

---

### How custom development works

Our customisation projects follow a clear delivery process:

1. **Business Analysis**  
   We document your current process, friction points, and desired future flow across both systems.
2. **Data Mapping**  
   We define how information should translate between HubSpot and Fergus — fields, objects, relationships, and sync rules.
3. **Development**  
   Our integration engineers build and configure the enhancements to match the approved specifications.
4. **Testing**  
   We run functional and API testing to ensure the sync works reliably in all scenarios.
5. **User Acceptance Testing (UAT)**  
   You review the changes in a safe test environment and validate that the workflow matches your business needs.
6. **Go Live**  
   We deploy the customisation to production with monitoring and support during the initial rollout.

---

### Why customise?

- Reduce manual data entry even further
- Maintain accuracy across more parts of your operation
- Improve job scheduling, quoting, invoicing, and follow-up workflows
- Ensure HubSpot remains your single source of truth as you scale

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