Integration
Fergus Integration
When an opportunity moves into the right stage of your pipeline, a job is automatically created in Fergus - no copy-pasting, no double entry.
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What does it do?
Your CRM is where you manage your opportunities and sales pipeline. Fergus is where you run your jobs.Fergus Integration connects the two - so when an opportunity is ready to become a job, it happens automatically.
You choose which stage of your pipeline should trigger a job. From then on, every time an opportunity reaches that stage, Fergus creates the job for you - complete with the customer details and address already filled in.
Saves time
No more manually re-entering customer details into Fergus after a sale.
No duplicates
If a job already exists for that opportunity, it won't be created again - even if the opportunity moves through multiple stages.
Works across pipelines
You can connect multiple pipelines - each with its own settings.
Getting started
Setup takes about two minutes and only needs to be done once.
- 1
Add Fergus Integration to your CRM account
Search for 'Fergus Integration' in the CRM Marketplace and click Install. This only needs to be done once per CRM account.
- 2
Connect your Fergus account
Sign in with your Fergus username and password when prompted. Your account is connected securely - nothing to copy and paste.
- 3
Choose what happens at each stage
Pick which pipeline stages should create a job in Fergus, and what type of job - Quote, Estimate, or Charge-Up. Stages you leave blank are ignored.
- 4
Handle any existing opportunities (optional)
If you already have opportunities sitting in those stages, you'll get a chance to review them and decide what to do - create a job, link to one that already exists in Fergus, or skip.
Choosing what happens at each stage
For each stage in your pipeline, you choose one of four options. Stages set to Do nothing are completely ignored - only the stages you configure will create jobs.
Do nothing
Opportunities that move into this stage are ignored. Nothing happens in Fergus. This is the default for every stage until you change it.
Create a Quote
A Quote job is created in Fergus. Use this when the customer wants a price before they commit. The integration will also watch for whether the quote gets accepted or rejected in Fergus, and can automatically move the opportunity in CRM when that happens.
Create an Estimate
An Estimate job is created in Fergus. Use this when you need to give a rough ballpark before putting together a full quote. Like Quotes, the integration can watch for the outcome and move the opportunity automatically.
Create a Charge-Up
A Charge-Up job is created in Fergus. Use this for work that's already approved and can start straight away - billed on time and materials. Charge-Ups don't go through a quoting process, but the integration will still track when work is completed and can move the opportunity automatically.
What about existing opportunities?
When you first set up the integration, you might already have opportunities sitting in the stages you've configured. Fergus Integration finds them and lets you decide what to do with each one - before anything is created.
Opportunities already in a stage you've set up
You'll see a review screen listing each one. For each opportunity you can: create a new Fergus job, link it to a job that already exists in Fergus, or skip it. Nothing is created automatically - you're in control.
New opportunities that arrive after setup
These are handled automatically as they move into the relevant stage. You don't need to do anything.
Opportunities in stages you haven't set up
These are never touched, no matter when they arrived.
How it works, step by step
Here's exactly what happens behind the scenes each time an opportunity moves into a stage you've configured.
The opportunity moves stage
As soon as the opportunity lands in a configured stage, Fergus Integration is notified automatically. The job is usually created in Fergus within a minute or so - occasionally a little longer if CRM is slow to send the notification.
Fergus Integration looks up the customer in Fergus
Fergus Integration takes the contact details from the opportunity and checks whether that person already exists as a customer in Fergus. It checks email first, then phone number, then name - stopping as soon as it finds a match.
If no match is found, a new customer is created in Fergus automatically using the contact's name, phone, email, and address.
A job address is set up
Every Fergus job needs a job address. Fergus Integration uses the address from the opportunity's contact record. If the customer already has a matching address in Fergus it's reused. If there's no address at all, a placeholder is created using the customer's name so the job can still go ahead.
The job is created in Fergus
The job is created using the opportunity's name as the job title, and the job type you configured for that stage - Quote, Estimate, or Charge-Up.
Your CRM is updated
Once the job is created, Fergus Integration updates the opportunity in CRM so you always know which Fergus job it's linked to:
Job lifecycle — what happens next?
Fergus Integration can automatically move the opportunity to a different stage in CRM based on what happens in Fergus — whether a quote is published, sent, accepted, or rejected, or when work on the job is completed. No manual update required.
This is set up in the Job Lifecycle section of the app. For each pipeline, you choose which stage the opportunity should move to for each event. You can enable or disable these separately for Quotes, Estimates, and Charge-Ups.
Quote or estimate published
This happens when a quote or estimate is published in Fergus — meaning it's been finalised and is ready to send to the customer. The opportunity is automatically moved to whichever stage you've chosen for "published". The integration continues watching for further progress (sent, accepted, rejected).
Quote or estimate sent
This happens when a quote or estimate is sent to the customer in Fergus. The opportunity is automatically moved to whichever stage you've chosen for "sent". The integration continues watching for the customer's response (accepted or rejected).
Quote or estimate accepted
This happens when the job moves to an active status in Fergus - for example, when it's been approved, scheduled, or work has started. The opportunity is automatically moved to whichever stage you've chosen for "accepted".
Quote or estimate rejected
This happens when the quote or estimate is marked as rejected in Fergus. The opportunity is automatically moved to whichever stage you've chosen for "rejected".
Scheduled
This happens when any phase of the job is booked into the Fergus schedule. For multi-phase jobs, it fires as soon as the first phase has a date — even if other phases are still being priced. This applies to all job types.
Work completed
This happens when all phases of the job have been marked as work-complete in Fergus. For multi-phase jobs, the event waits until the last phase is done — so a job is never reported as complete while work is still in progress. This applies to all job types.
Invoiced
This happens when all phases of the job have been invoiced in Fergus. For multi-phase jobs, this avoids triggering follow-up actions before the whole job is billed. This applies to all job types.
Keeping an eye on things
The Recent Activity section inside the CRM app shows a running log of everything Fergus Integration has done - every job created, every stage movement, and any problems it ran into.
Job created
Shows the opportunity name, the Fergus job number, and a link to open the job directly in Fergus.
Quote published or sent
Shows when a quote or estimate was published or sent to the customer in Fergus, and which stage the opportunity was moved to.
Quote accepted or rejected
Shows the outcome detected in Fergus and which stage the opportunity was moved to in CRM.
Scheduled
Shows when a phase of the job was booked into the Fergus schedule and which stage the opportunity was moved to.
Work completed
Shows when the field work on a job was finished in Fergus and which stage the opportunity was moved to.
Invoiced
Shows when all phases of the job have been invoiced in Fergus and which stage the opportunity was moved to.
Duplicate detected
A job already existed for this opportunity - so nothing was created. Shown so you know it was intentional, not a mistake.
Failed
Something went wrong - for example, a connection issue with Fergus. The error message is shown so you know what to look into.
Your data and privacy
Fergus Integration is operated by FernNola. Here's a plain-English summary of what data is stored and why.
Connection tokens
The Fergus Integration does not store your usernames or passwords. Instead, it uses secure tokens (issued by your CRM and Fergus) to communicate on your behalf. These tokens are stored encrypted and are cleared immediately when you uninstall the app.
Activity log data
To power the activity log inside the app, we store contact names, opportunity names, Fergus job numbers, pipeline and stage names, and any error details. This is retained for the life of the installation.
CRM staff user details
When a CRM staff member opens the embedded app page, we record their name, email, and role. This is used to provide a personalised experience and is deleted when the app is uninstalled.
Contact and customer data
Contact details (name, email, phone, address) are read from CRM and written to Fergus as part of the job creation process. This data is not stored in FernNola beyond what appears in the activity log.
Common questions
What if an opportunity moves back into a stage after a job already exists?
Nothing happens. Once a Fergus job exists for an opportunity, it will never be created again - no matter how many times the opportunity moves through your pipeline.
Can I use this with multiple pipelines?
Yes. You can set up different rules for each pipeline independently - for example, one pipeline creates Quotes and another creates Charge-Ups.
What if the wrong customer was matched in Fergus?
Check your activity log - if multiple Fergus customers had the same contact details, the job will be flagged there. Clean up any duplicate customers in Fergus and the next job will match correctly.
Will it update the Fergus job if the opportunity changes?
No - the integration only creates the job. Once the job is in Fergus, you manage it there as normal. Changes to the opportunity in CRM won't affect the job.
How quickly does the job appear in Fergus?
Usually within a minute of the opportunity moving stage. Occasionally it can take a few minutes if CRM is slow to send the notification - this is normal and the job will still be created.
What if I leave a stage set to Do nothing?
Nothing happens at all. Opportunities that move into that stage are completely ignored - no job is created, no record is written.
Can I change my settings after going live?
Yes, at any time. Changes take effect immediately for future opportunities. They won't affect jobs that have already been created.
What do the job phase events (Scheduled, Work Completed, Invoiced) mean?
These track milestones across the whole job — not just quotes. "Scheduled" fires when a phase is booked into the calendar. "Work Completed" fires when all phases are marked done. "Invoiced" fires when all phases are billed. For multi-phase jobs (e.g. multi-trade renovations), each event waits until the relevant milestone is reached for every phase.
What happens if I uninstall or disconnect the integration?
Syncing stops immediately — no new jobs will be created from your CRM. Any jobs already created in Fergus are completely unaffected. Your connection tokens are cleared immediately on uninstall. If you reinstall, you'll need to reconnect your Fergus account and reconfigure your stage settings.
Fergus Integration by FernNola - built for trade businesses on Fergus