Guides
Step-by-step tutorials for setting up and managing your integrations.
Getting Started
New to FluxCascade? Start here:
- Quick Start – Connect your first integration in 5 minutes
- Core Concepts – Understand connections, mappings, and syncs
Integration Pairing Guides
Set up a sync between two specific platforms. Each guide covers connecting both systems, mapping fields, and configuring sync direction.
| Integration | Description |
|---|---|
| HubSpot + Jobber | Sync HubSpot contacts with Jobber clients for CRM-to-field-service workflows |
| Salesforce + HubSpot | Sync contacts, leads, and accounts between Salesforce and HubSpot for teams using both CRMs |
| Pipedrive + Jobber | Sync Pipedrive contacts with Jobber clients for sales-to-service handoff |
| Salesforce + Jobber | Connect Salesforce contacts with Jobber clients for field service operations |
| HubSpot + QuickBooks | Sync HubSpot contacts with QuickBooks customers for accounting and invoicing |
| Shopify + HubSpot | Sync Shopify customers with HubSpot contacts to track e-commerce customers in your CRM |
Workflow Guides
Syncing Deals to Jobs
Map your CRM deals/opportunities to field service jobs so operations can begin as soon as a deal closes.
What you'll learn:
- Map deal stages to job statuses
- Transfer deal values
- Keep notes and descriptions in sync
📖 Read the Deals to Jobs guide
Multi-Platform Sync
Sync data across three or more platforms with a hub-and-spoke model.
What you'll learn:
- Choose a primary system (hub)
- Set up consistent field mappings
- Handle conflicts between systems
📖 Read the Multi-Platform guide
Field Mapping Guides
Working with Addresses
Addresses are often stored differently across platforms. Learn how to handle:
- Single-line vs. structured addresses
- International address formats
- Geocoding and validation
📖 Read the Address mapping guide
Phone Number Formatting
Normalize phone numbers across platforms:
- Country codes and formatting
- Multiple phone number fields
- Primary vs. secondary phones
Custom Field Mapping
Work with custom fields and properties:
- Mapping custom CRM fields
- Creating fields on-the-fly
- Handling picklists and dropdowns
📖 Read the Custom Fields guide
Advanced Topics
Historical Data Migration
Migrate existing data when setting up a new integration:
- Bulk import strategies
- Avoiding duplicates
- Progress monitoring
Error Handling
Handle sync errors gracefully:
- Understanding error types
- Retry strategies
- Notification setup
📖 Read the Error Handling guide
Performance Optimization
Optimize syncs for large datasets:
- Incremental syncs
- Webhook efficiency
- Rate limit management
Best Practices
Sync Strategy
Choose the right sync approach for your use case:
| Strategy | Best For |
|---|---|
| Every 1–5 minutes | Critical data that must stay current (near real-time) |
| Every 15–30 minutes | Active sales/service teams needing frequent updates |
| Hourly | Most common – balanced frequency for standard operations |
| Every 4–12 hours | Moderate update needs, lower API usage |
| Daily (midnight or 9 AM) | Nightly batch processing or start-of-day freshness |
| Weekly / Monthly | Reports, archival data, full reconciliation |
| Webhooks | Instant sync – triggered by changes in the source system |
| Manual | One-time migrations or on-demand syncs |
See Sync Scheduling for full details on configuring each option.
Field Selection
When creating mappings:
- Start small – Map only essential fields initially
- Test thoroughly – Verify data flows correctly
- Add fields incrementally – Expand as needed
- Document decisions – Use mapping descriptions
Naming Conventions
For multiple mappings:
[Source] → [Target]: [Object]
Example: HubSpot → Jobber: Contacts
Video Tutorials
Coming soon! We're working on video guides covering:
- Platform walkthroughs
- Integration setup
- Troubleshooting common issues
Subscribe to our changelog for updates.
Need Help?
- Contact support – We're here to help
- API documentation – For developers
- FAQ – Common questions answered