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Objects and Relationships

  • Objects and relationships

    In HubSpot

    • Contact

      • Must have a value in the Company field (or be associated to a Company object).

      • One contact per company is treated as the Main Contact (e.g. via an association label such as “Main Contact” or the most recently associated contact, depending on your configuration).

    • Company

      • Represents the customer account in Fergus.

    In Fergus

    • Customer

      • Represents the company or client account.

    • Main Contact

      • The primary contact for the customer.

      • Automatically used as the Billing Contact by Fergus.