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

Reach out to us HERE!