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Data Flow

  • HubSpot → Fergus

    1. A contact is created or updated in HubSpot.

    2. The contact is associated to a company and marked (or treated) as the Main Contact.

    3. A HubSpot webhook notifies Fergus Sync of the change.

    4. Fergus Sync:

      • Finds or creates the corresponding customer in Fergus using the HubSpot company.

      • Creates or updates the Main Contact for that customer.

    5. Fergus stores the contact as:

      • Main Contact

      • Billing Contact (same person, per Fergus API behaviour).

    If there are multiple HubSpot contacts for the same company, Fergus Sync only sends one contact to Fergus (the “Main Contact”).

    Note: Because Fergus’s customer API only supports a single Main/Billing Contact, additional contacts on the HubSpot company are not created as separate Fergus contacts.

    Fergus → HubSpot

    Depending on the implementation for your account:

    • If Fergus exposes webhooks, Fergus Sync subscribes to changes to customers and main contacts.

    • If webhooks are not available, Fergus Sync periodically polls Fergus (for example, every 30 minutes) to detect changes.

    When a change is detected:

    1. Fergus Sync reads the updated customer + main contact from Fergus.

    2. It locates the corresponding company + contact in HubSpot.

    3. It updates mapped fields on the HubSpot record(s) to reflect Fergus as the current source of truth for those fields.