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 something in Fergus - an Enquiry, 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 five 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 an Enquiry
An Enquiry is created in the Fergus inbox — a lightweight pre-sale lead. No customer or job is created yet. When the Fergus user converts the Enquiry into a Job, the integration detects it and starts tracking the job automatically.
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 automatically.
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. The opportunity name gets the Fergus job number added (e.g. [FERG-1701] Bathroom renovation), and a note is added to the contact with a direct link to open the job in Fergus.
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, when work is completed, or when a job is placed on hold or archived. 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.
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.
Quote or estimate sent
This happens when a quote or estimate is sent to the customer in Fergus.
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.
Quote or estimate rejected
This happens when the quote or estimate is marked as rejected in Fergus.
Job completed
This happens when the job reaches "Completed" status in Fergus. The opportunity value is updated to the total of all finalised invoices on the job.
Scheduled
This happens when any phase of the job is booked into the Fergus schedule.
Work completed
This happens when all phases of the job have been marked as work-complete in Fergus.
Invoiced
This happens when all phases of the job have been invoiced in Fergus.
Placed on hold
This happens when a job is placed on hold in Fergus. When the job is taken off hold, the opportunity automatically returns to its previous stage.
Archived
This happens when a job is archived in Fergus. If the job is later un-archived, the opportunity automatically returns to its previous stage.
Enquiry converted to job
This happens when a Fergus Enquiry is converted into a Job by the Fergus user.
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.
Enquiry created
Shows when a Fergus Enquiry was created from the CRM pipeline.
Enquiry converted to job
Shows when a Fergus user converted an Enquiry into a Job.
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.
Work completed
Shows when the field work on a job was finished in Fergus.
Invoiced
Shows when all phases of the job have been invoiced in Fergus.
Placed on hold / Taken off hold
Shows when a job was placed on hold or taken off hold in Fergus.
Archived / Un-archived
Shows when a job was archived or un-archived in Fergus.
Duplicate detected
A job already existed for this opportunity - so nothing was created.
Failed
Something went wrong - for example, a connection issue with Fergus. The error message is shown.
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
Fergus Integration does not store your usernames or passwords. It uses secure tokens (issued by your CRM and Fergus) that are stored encrypted and cleared on uninstall.
Activity log data
Contact names, opportunity names, Fergus job numbers, pipeline and stage names, and error details are stored to power the activity log.
CRM staff user details
When a CRM staff member opens the app, their name, email, and role are recorded for a personalised experience. Deleted on uninstall.
Contact and customer data
Contact details are read from CRM and written to Fergus during job creation. Not stored in FernNola beyond 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.
Can I use this with multiple pipelines?
Yes. You can set up different rules for each pipeline independently.
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.
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.
How quickly does the job appear in Fergus?
Usually within a minute of the opportunity moving stage.
What if I leave a stage set to Do nothing?
Nothing happens at all. Opportunities that move into that stage are completely ignored.
Can I change my settings after going live?
Yes, at any time. Changes take effect immediately for future opportunities.
What do the job phase events (Scheduled, Work Completed, Invoiced) mean?
These track milestones across the whole job. "Scheduled" fires when a phase is booked. "Work Completed" fires when all phases are marked done. "Invoiced" fires when all phases are billed.
What happens if I uninstall or disconnect the integration?
Syncing stops immediately. Any jobs already created in Fergus are completely unaffected. Your connection tokens are cleared immediately on uninstall.
Fergus Integration by FernNola - built for trade businesses on Fergus