My system of record is set to HubSpot. Will new clients still sync from WorkflowMax to HubSpot?
Yes, new clients created in WorkflowMax will sync as HubSpot companies, even when the System of Record is set to HubSpot. However, updates to clients and contacts in WorkflowMax will not sync into HubSpot. If a contact is added to a client in WorkflowMAX, that contact will not sync into HubSpot if a corresponding company exists in HubSpot for that WFM client.