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 do I obtain my WorkflowMax API key and account key?
How do I obtain my WorkflowMax API key and account key? Send an e-mail to support@workflowmax.com to obtain these keys. Include the name of the account ...
Tue, Dec 26, 2017 at 10:38 AM
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 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 create a deal property in HubSpot for the jo...
Tue, Dec 26, 2017 at 10:52 AM
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.
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...
Tue, Dec 26, 2017 at 10:52 AM
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