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 information varies by country, these fields may not displayed by default. To map these fields, send a note to support, indicating the XPM tax fields that you wish to map and their corresponding HubSpot properties. Please provide the internal names of the HubSpot properties.

Note that certain tax fields are masked for security reasons, so only the last three digits will sync. These fields are:

  • (Australia) Tax File Number (TFN)
  • (New Zealand) IRD number
  • (United Kingdom) VAT number
  • (United States) Social Security Number (SSN)