--- title: "HubSpot–Acumatica Two-Way Sync for MEP Service Contracts" description: "Keep sales renewal work aligned with the actual MEP agreement, covered sites and billing customer." canonical: https://www.stacksync.com/use-case/hubspot-acumatica-mep-service-contracts last_modified: 2026-09-21 --- Commercial HVAC, plumbing and electrical contractors # HubSpot–Acumatica Two-Way Sync for MEP Service Contracts > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Commercial HVAC, plumbing and electrical contractors systems connected through Stacksync two-way sync: Salesforce, NetSuite, HubSpot, Acumatica, Supabase](https://www.stacksync.com/images/industry-heroes/icp-commercial-mep-contractors-800.webp) Connect HubSpot renewal context to the approved Acumatica customer and service-contract records. Commercial MEP teams can distinguish the active agreement from the next-term proposal, keep sites and contacts connected, and return verified contract status to sales. The required Acumatica entities and actions are scoped against your environment. Sales follows a renewal opportunity while dispatch and finance still need the exact current coverage. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. When this fits ## Built for this operating problem US commercial HVAC, plumbing, electrical and multi-trade service groups with 100–1,000 employees. ### Keep terms distinct Show current agreement dates and proposed renewal scope separately so negotiation does not silently change active service. ### Preserve the right payer Connect the customer relationship to approved billing identity and site coverage, including accounts with several agreements. ### Review the activation boundary Use sync for record alignment and a defined workflow for approved activation. A won opportunity alone does not activate service. The process, end to end ## Follow the work across systems a multi-trade contractor renews HVAC coverage for several buildings while pricing additional electrical services. Sales needs one conversation, but operations needs the old term, proposed scope and effective date kept distinct until approval. [HubSpot connector](https://www.stacksync.com/connectors/hubspot) [Acumatica connector](https://www.stacksync.com/connectors/acumatica) [Review the integration details ↗](https://www.stacksync.com/integrations/acumatica-and-hubspot) Scope your implementation ## Bring these details to the demo - Agreement and renewal identifiers - Covered sites and service categories - HubSpot object representation and plan - Acumatica endpoint fields and permissions Review [current platform pricing](https://www.stacksync.com/pricing) alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. From foundation to action ## One connected operating process 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Go deeper ## Implementation guides for your team - [HVAC, Plumbing, and Electrical Customer Sites: Align Salesforce Accounts With NetSuite Billing Hierarchies](https://www.stacksync.com/blog/hvac-plumbing-and-electrical-customer-sites-align-salesforce-accounts-with-netsuite-billing-hierarchies) Connect commercial MEP service sites to the right relationship account, billing customer and operating branch. - [Multi-Trade Service Contracts: Keep HubSpot Renewal Dates and Acumatica Contract Status Aligned](https://www.stacksync.com/blog/multi-trade-service-contracts-keep-hubspot-renewal-dates-and-acumatica-contract-status-aligned) Keep MEP renewal opportunities aligned with the actual contract term, covered sites and approved service status. - [Truck Stock and Service Parts: Connect a Supabase Field App With NetSuite Item and Location Records](https://www.stacksync.com/blog/truck-stock-and-service-parts-connect-a-supabase-field-app-with-netsuite-item-and-location-records) Give field teams current parts context while keeping truck-stock adjustments and reservations under inventory control. [Explore all commercial HVAC, plumbing and electrical contractors integration and automation guides ↗](https://www.stacksync.com/industry/construction/commercial-mep-contractors) ## Common evaluation questions ### Can one customer have multiple renewal dates? Yes. Model agreement terms separately instead of overwriting a single company-level date. ### Does this replace contract administration? No. It gives sales current context and routes changes while the contract owner controls active coverage. ### Can we start with status visibility? Yes. A bounded customer and term-status connection is useful before adding verified activation actions. ### Do we start with two-way sync or with a renewal workflow? Begin with two-way sync between HubSpot and Acumatica so sales sees the verified contract term, covered sites and billing customer beside the renewal opportunity. Add workflows once scope review, price approval and customer acceptance need routing before the contract owner activates the next term. Genies come after that, when closeout packets for visits under those agreements need warranty and coverage questions flagged for the service manager. EDI sits apart from contract status and applies to HVAC equipment purchasing with distributors.