Troubleshooting

My HubSpot companies are not syncing to WorkflowMax clients.
My HubSpot companies are not syncing to WorkflowMax clients. Ensure that the Lifecycle Stage of the company is set to Customer (or Opportunity if the Syn...
Tue, Dec 26, 2017 at 10:39 AM
A HubSpot contact is not syncing to WorkflowMax.
A HubSpot contact is not syncing to WorkflowMax. Ensure that the contact is associated with a company, and that the associated company has a lifecycle...
Tue, Dec 26, 2017 at 10:40 AM
A WorkflowMax client is not syncing to HubSpot.
A WorkflowMax client is not syncing to HubSpot. Ensure that it is listed as a Client in WorkflowMax and not a Prospect.   Inspect any custom company/c...
Tue, Dec 26, 2017 at 10:41 AM
A WorkflowMax contact is not syncing to HubSpot.
A WorkflowMax contact is not syncing to HubSpot. Ensure that an e-mail address is set on the contact. Due to a limitation of WorkflowMax, this integratio...
Wed, Jun 19, 2019 at 11:03 AM
A HubSpot deal is not syncing to WorkflowMax.
A HubSpot deal is not syncing to WorkflowMax. Ensure that the deal stage is set to Closed Won (or is in a deal stage where the win probability is Won). E...
Wed, Apr 25, 2018 at 3:34 PM
I just signed up for the integration, but nothing has synced yet.
I just signed up for the integration, but nothing has synced yet. Ensure that your integration is connected to HubSpot. You can check this on the Conne...
Fri, Mar 24, 2023 at 2:51 PM
My sync is not working or has stopped working
If you used the integration before May 2020, and recently re-authorised WorkflowMax/XPM access, the sync may not be working because your portal has not yet ...
Tue, May 26, 2020 at 4:23 PM