I just signed up for the integration, but nothing has synced yet.
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Modified on: Tue, Dec 26, 2017 at 10:43 AM
I just signed up for the integration, but nothing has synced yet.
- Ensure that you have entered a valid WorkflowMax API key and account key.
- Ensure that your integration is connected to HubSpot. You can check this on the Connection tab in the settings tool.
- Ensure that one or more syncs are enabled in the Sync tab of the settings tool.
- Ensure that your HubSpot companies and contacts meet the required criteria to sync.
- Ensure that your WorkflowMax clients are listed as Clients and not Prospects.
- Ensure that your HubSpot jobs need the required criteria to sync.
- Sometimes, users with a large amount of clients in WorkflowMax (>1,000) require additional assistance from support for the initial sync. If you have a large amount of clients in your WorkflowMax portal, ask support to kick off the initial sync manually.
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