Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
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Reporting dataset
Company / Proposed company table in Neo4j (choose its name)
Plan a company dataset while preserving its source meaning.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Your database schema
- Record identity
- Retain the source company ID and the destination customer/company ID. Separate legal entities, subsidiaries, and business units; a shared name or web domain is insufficient.
- Field ownership
- Assign ownership separately for relationship details and finance-controlled billing details.
Fields to include
- Source record ID
- Legal or display name
- Business-unit reference
- Lifecycle status
- Record dependencies
- Resolve parent organizations, business units, and currency references before dependent transactions.
- Validation
- Use two organizations with similar names and one with multiple business units. Verify that an update reaches the intended entity only.
- Recovery
- Repair the cross-system ID relationship before retrying dependent records; do not merge companies solely to remove a sync error.
References: HubSpot: Company documentation
Reporting dataset
Contact / Proposed contact table in Neo4j (choose its name)
Plan a contact dataset while preserving its source meaning.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Your database schema
- Record identity
- Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
- Field ownership
- Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
Fields to include
- Source person ID
- Display name
- Email address
- Organization reference
- Consent state
- Record dependencies
- Resolve the organization relationship and any owner or consent references required by the destination.
- Validation
- Test an email change, two records sharing an email, and a person associated with multiple organizations.
- Recovery
- Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
References: HubSpot: Contact documentation
Reporting dataset
Deal / Proposed deal or opportunity table in Neo4j (choose its name)
Plan a deal or opportunity dataset while preserving its source meaning.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Your database schema
- Record identity
- Keep the opportunity/deal ID separate from any later order or invoice ID.
- Field ownership
- The sales process owns qualification and stage changes; downstream financial records have their own state and approval rules.
Fields to include
- Source deal ID
- Stage
- Amount and currency
- Expected close date
- Company reference
- Record dependencies
- Map the customer and sales pipeline before the opportunity; map stage values deliberately.
- Validation
- Test a reopened won deal, a stage with no destination equivalent, and an amount using a different currency.
- Recovery
- Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
References: HubSpot: Deal documentation
Reporting dataset
Ticket / Proposed support case or ticket table in Neo4j (choose its name)
Plan a support case or ticket dataset while preserving its source meaning.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Your database schema
- Record identity
- Retain the ticket ID and distinguish parent tickets, follow-ups, and merged cases.
- Field ownership
- Agree which queue controls status and assignee; keep private comments distinct from public replies.
Fields to include
- Source ticket ID
- Requester reference
- Status
- Priority
- Assigned team
- Record dependencies
- Resolve requester, organization, team, and status references before ticket updates.
- Validation
- Test a merged ticket, a private note, a reopened case, and an attachment with restricted access.
- Recovery
- Check whether a reply or notification was already sent before replaying ticket actions.
References: HubSpot: Ticket documentation
Record matching
Users / Users & Roles
Compare whether HubSpot Users and Neo4j Users & Roles describe the same application user or identity in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Object support to establish
- Record identity
- Use the immutable user ID within the tenant or directory. Do not equate an application user with a CRM customer contact.
- Field ownership
- Identity and application owners approve account lifecycle and access changes; synchronize only approved attributes.
Fields to include
- Source user ID
- Tenant reference
- Account status
- Group references
- Record dependencies
- Resolve tenant and group references and establish a protected administrative-account policy.
- Validation
- Test a renamed login, disabled account, missing group, and a user existing in two tenants.
- Recovery
- Review access impact before retrying a lifecycle change; reconcile current identity state and retain an approval trail.
References: HubSpot: Users documentation
Reporting dataset
Product / Proposed product or catalog item table in Neo4j (choose its name)
Plan a product or catalog item dataset while preserving its source meaning.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Neo4j
- Your database schema
- Record identity
- Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
- Field ownership
- Assign ownership for catalog content, price, and stock separately.
Fields to include
- Source product ID
- SKU or variant reference
- Description
- Unit of measure
- Price-list reference
- Record dependencies
- Resolve units, variants, categories, and applicable price lists before order lines.
- Validation
- Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
- Recovery
- Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.
References: HubSpot: Product documentation