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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Record matching
Company / Companies
Compare whether HubSpot Company and Twenty CRM Companies describe the same company in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- 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
Record matching
Contact / People
Compare whether HubSpot Contact and Twenty CRM People describe the same contact in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- 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
Record matching
Deal / Opportunities
Compare whether HubSpot Deal and Twenty CRM Opportunities describe the same deal or opportunity in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- 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
Business process
Ticket / Tasks
Support-to-work-item handoff: HubSpot Ticket provides context for Twenty CRM Tasks. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- Record identity
- Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
- Field ownership
- Choose which ticket conditions create a work item and which task outcomes may update the support case.
Fields to include
- Source record reference
- Destination record reference
- Approved handoff state
- Duplicate-detection key
- Record dependencies
- Resolve requester, organization, team, and status references before ticket updates.
- Validation
- Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
- Recovery
- Check whether a reply or notification was already sent before replaying ticket actions.
References: HubSpot: Ticket documentation
Record matching
Tasks / Tasks
Compare whether HubSpot Tasks and Twenty CRM Tasks describe the same task or work item in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- Record identity
- Use a stable task/work-item ID and preserve its project or parent-ticket reference.
- Field ownership
- Choose the owner of task status and assignment; destination workflow states may require an explicit transition.
Fields to include
- Source task ID
- Parent reference
- Assignee
- Status
- Due date
- Record dependencies
- Resolve project, user, and parent-item references before the task.
- Validation
- Test a reassignment, an unsupported status transition, a deleted parent, and a due date across time zones.
- Recovery
- Reconcile the destination state before retrying a transition to avoid reopening completed work.
References: HubSpot: Tasks documentation
Record matching
Attachments / Attachments
Compare whether HubSpot Attachments and Twenty CRM Attachments describe the same file or document metadata in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
- HubSpot
- Documented record · ✅ Supported
- Twenty CRM
- Object support to establish
- Record identity
- Keep file/object ID, container, and version. A path can change and a filename can repeat.
- Field ownership
- Separate document content, metadata, and sharing permissions; a metadata sync does not imply file transfer or ACL replication.
Fields to include
- Source file ID
- Container reference
- Version
- Metadata
- Access classification
- Record dependencies
- Resolve folder/container and parent-record references before attaching metadata.
- Validation
- Test a renamed file, a new version, a moved folder, and an access-restricted document.
- Recovery
- Check the current file version and destination access before retrying transfer or metadata updates.
References: HubSpot: Attachments documentation