Documentation

Everything you need to set up and use FieldSync Pro with your HubSpot portal.

Getting Started

Installation

  1. Visit the HubSpot App Marketplace
  2. Search for "FieldSync Pro"
  3. Click Install app and authorize access to your HubSpot portal
  4. You'll be redirected to the FieldSync Pro dashboard

First Sync Rule

After installation, create your first rule:

  1. Click + New Rule from the Sync Rules page
  2. Choose a rule type: Copy, Rollup, Calculated, or Conditional
  3. Select the source object and property
  4. Select the target object and property
  5. Configure any additional options (direction, conditions, etc.)
  6. Click Save & Activate
Tip: Start with a one-way copy rule to see how FieldSync Pro works before setting up bidirectional sync or rollups.

Permissions

FieldSync Pro requires the following HubSpot scopes:

  • crm.objects.contacts.read / write
  • crm.objects.companies.read / write
  • crm.objects.deals.read / write
  • crm.schemas.custom.read (for custom objects)
  • crm.objects.custom.read / write (for custom objects)

These scopes are requested during installation. You can review permissions in your HubSpot portal under Settings → Integrations → Connected Apps.

Sync Rules

Sync rules define how properties move between HubSpot objects. There are four types of rules:

Copy Rules

Copy rules transfer a property value from one object to another. This is the simplest rule type — when the source property changes, the target updates to match.

Contact.Phone → Company.Phone

Copy rules can be one-way (source → target) or bidirectional (changes on either side sync to the other). See Bidirectional Sync for details.

Rollup Rules

Rollup rules aggregate values from child records into a parent property. Available operations:

  • SUM — Total of all child values
  • COUNT — Number of child records
  • AVG — Average of child values
  • MIN — Minimum child value
  • MAX — Maximum child value
SUM(Deal.Amount) → Company.Total_Revenue

Calculated Rules

Calculated rules create derived values using formula expressions. Formulas support basic arithmetic, property references, and common functions.

Deal.Win_Rate = Deal.Won_Count / Deal.Total_Count * 100

Conditional Rules

Conditional rules only execute when specified criteria are met. Add conditions based on any property value.

IF Contact.Lifecycle_Stage = "Customer" THEN Copy Contact.Phone → Company.Phone

Bidirectional Sync

Bidirectional sync keeps two properties in sync regardless of which side changes. When a user updates Contact.Phone, Company.Phone updates — and vice versa.

How It Works

  1. FieldSync Pro monitors webhook events from HubSpot
  2. When a property change is detected, the rule engine evaluates applicable rules
  3. If the change originated from a sync operation (not a user), it's skipped to prevent loops
  4. The target property is updated via the HubSpot API

Conflict Handling

A conflict occurs when both sides of a bidirectional rule change within the same sync cycle. FieldSync Pro handles conflicts based on your plan:

  • Starter/Professional: Last-write-wins by default. The most recent change takes priority.
  • Enterprise: Conflicts are queued for manual review. You can choose which value to keep from the Conflict Resolution queue.

Rollup Fields

Rollup fields automatically aggregate data from associated child records into a parent record property.

Supported Operations

Operation Description Example
SUM Adds all values Total deal revenue on a company
COUNT Counts records Number of open deals on a company
AVG Averages values Average deal size on a company
MIN Finds minimum Earliest close date across deals
MAX Finds maximum Largest deal amount on a company

Recalculation

Rollups recalculate whenever a child record is created, updated, or deleted. Initial setup performs a full backfill of existing records.

Calculated Fields

Calculated fields let you create derived property values using expressions.

Supported Operators

  • Arithmetic: +, -, *, /
  • Comparison: =, !=, >, <, >=, <=
  • Functions: ROUND(), ABS(), IF(), CONCAT()

Examples

Win_Rate = Won_Deals / Total_Deals * 100
Full_Name = CONCAT(First_Name, " ", Last_Name)
Deal_Priority = IF(Amount > 50000, "High", "Standard")

Conditional Rules

Conditional rules add logic gates to any sync operation. The sync only executes when all conditions evaluate to true.

Condition Types

  • Property equals: Lifecycle_Stage = "Customer"
  • Property contains: Email contains "@company.com"
  • Property is set / not set: Phone is set
  • Numeric comparison: Amount > 10000
  • Date comparison: Close_Date < today

Multiple Conditions

You can combine conditions with AND/OR logic. All conditions in a group must be true (AND), and at least one group must be true (OR).

Custom Objects

FieldSync Pro supports HubSpot Custom Objects on Professional and Enterprise plans.

Setup

  1. Ensure your HubSpot plan supports Custom Objects
  2. Grant the crm.schemas.custom.read and crm.objects.custom.read/write scopes
  3. Custom objects will appear automatically in the rule builder's object selector

Limitations

  • Custom object schemas must be created in HubSpot before they appear in FieldSync Pro
  • Associations between custom objects must exist in HubSpot for rollup rules to work
  • FieldSync Pro cannot create or modify custom object schemas — only sync data between them

API & Webhooks

FieldSync Pro uses HubSpot's webhook subscriptions to detect property changes in real time. No polling — syncs trigger immediately when data changes.

How Sync Triggers

  1. A user or integration updates a property in HubSpot
  2. HubSpot sends a webhook event to FieldSync Pro
  3. FieldSync Pro evaluates all applicable rules for the changed property
  4. Matching rules execute and update target properties via the HubSpot API
  5. Results are logged in the Execution Logs

Rate Limits

FieldSync Pro respects HubSpot's API rate limits and implements automatic retry with exponential backoff. High-volume portals may experience brief delays during peak sync activity.

Troubleshooting

Sync not triggering

  • Verify the rule is set to Active (not Paused)
  • Check that you haven't exceeded your record limit for the billing period
  • Ensure the source property is being changed by a user or integration (not by FieldSync Pro itself — loop prevention)
  • Check Execution Logs for error details

Permission errors

  • Re-authorize the app in HubSpot: Settings → Integrations → Connected Apps → FieldSync Pro → Reauthorize
  • For custom objects, ensure the required scopes are granted

Incorrect values

  • For rollups: trigger a manual recalculation from the rule's settings menu
  • For calculated fields: verify the formula syntax in the rule editor
  • For bidirectional sync: check the Conflicts page for unresolved conflicts

Need more help?

Contact us at support@usefieldsync.com or visit the Support page.

Changelog

v1.0.0 — February 2026

  • Initial release on HubSpot Marketplace
  • Copy rules (one-way and bidirectional)
  • Rollup fields (SUM, COUNT, AVG, MIN, MAX)
  • Calculated fields with formula expressions
  • Conditional rules with AND/OR logic
  • Custom object support
  • Execution logs and conflict detection
  • Four pricing tiers: Free, Starter, Professional, Enterprise