Questions & Answers

How often does the sync run?
How often does the sync run? The sync runs every five (5) minutes.
Tue, Dec 26, 2017 at 10:18 AM
How much does the integration cost per month?
After a free trial period of 30 days, the integration is billed at a variable rate, depending on the number of staff members in your WorkflowMAX account: N...
Tue, Mar 17, 2020 at 7:20 PM
I added a custom field mapping, but I don’t see the values copied over to the appropriate system yet.
I added a custom field mapping, but I don’t see the values copied over to the appropriate system yet. Custom field mappings will only be effective for r...
Tue, Dec 26, 2017 at 10:19 AM
My system of record is set to HubSpot. Will new clients still sync from WorkflowMax to HubSpot?
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 Hub...
Tue, Dec 26, 2017 at 10:44 AM
My system of record is set to WorkflowMax. Will new clients still sync from HubSpot to WorkflowMax?
My system of record is set to WorkflowMax. Will new clients still sync from HubSpot to WorkflowMax? Yes, new companies and contacts in HubSpot will sync...
Tue, Dec 26, 2017 at 10:50 AM
I’m syncing WorkflowMax contacts to HubSpot. What happens if a contact appears twice under different clients in WorkflowMax?
I’m syncing WorkflowMax contacts to HubSpot. What happens if a contact appears twice under different clients in WorkflowMax? A contact is uniquely ident...
Tue, Dec 26, 2017 at 10:51 AM
Can we pick a WorkflowMax job template and/or category to use for any jobs created from HubSpot deals?
Can we pick a WorkflowMax job template to use for any jobs created from HubSpot deals? Yes. To do so, first determine the exact name of each job templat...
Thu, May 21, 2020 at 4:16 PM
I need to sync tax information from Xero Practice Manager to HubSpot, but I don’t see those fields listed as options in the field mappings section.
I need to sync tax information from WorkflowMax to HubSpot, but I don’t see those fields listed as options in the field mappings section. As tax informa...
Thu, May 21, 2020 at 3:40 PM
Can we sync quotes from WorkflowMax to HubSpot?
Can we sync quotes from WorkflowMax to HubSpot? Unfortunately, the ability to sync quotes is not supported at this time.
Tue, Dec 26, 2017 at 10:53 AM
Can we sync leads from WorkflowMax to HubSpot?
Can we sync leads from WorkflowMax to HubSpot? Unfortunately, the ability to sync leads is not supported at this time.
Tue, Dec 26, 2017 at 10:51 AM