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 template that you have in your WorkflowMax/XPM portal. To see a list of your job templates, go to WorkflowMax/XPM, click "Business", then "Settings", and then "Job Settings." You should see a tab labeled "Job Template":
Next, go to HubSpot and create a new deal property for the job template. To create a deal property in HubSpot, click the settings gear icon and navigate down to "Properties", then click "Create Property" and ensure that the "Object Type" is "Deal." When prompted for a field type, choose "Dropdown List." You will be asked to list the options of your new dropdown property. Create an option for each of your job templates, giving them the exact same name that they have in WorkflowMax/XPM:
Once the deal property has been created, go to the integration tool's My Settings page and click "Deal/Job Field Mappings." For the WorkflowMax/XPM field, select "Job Template." Select your new deal property as the corresponding HubSpot property (you may need to click Refresh Field Listings first):
Once you have created the field mapping, you will want to select a job template in HubSpot before the integration picks up your deal (i.e., before it is moved to a Closed/Won stage). If the integration is able to find a matching job template in WorkflowMax/XPM, the template will be applied.
The process is the same for job categories; create a HubSpot property for the job category, list your job category names as the drop-down options, then add "Job Category" as a field mapping for deals/jobs.