@FransLeys thanks for the update.
Invoices sounds perfect. Even better if its syncing to a dedicated ‘invoices’ object in Hubspot. Provided it has the line level details so that workflows can be built around specific product/service sales.
Item syncing to HS would be beneficial for building quotes and any workflows and automations for speicifc product sales. This might be accomplished through the new ‘invoices’ sync though.
Yes, ‘customer’ sync sounds like an industry problem. Only solution I can think of is to enable a degree of user config on how the sync is setup, i.e the user chooses if they want ‘customer name’ or ‘contact name’ as the name in HS. We solved this with a little dev on the BC side, basically when we create a new customer in BC, it will copy the name we put in the ‘customer name’ field into the ‘contact name’ field which is what HS is picking up. Seems to be working mostly…
Would be happy to be a BETA tester for any development on the BC integration if you need one.