topic Workflowmax integration issue-new Deals create new Jobs automatically in Sales Integrations

Workflowmax integration issue-new Deals create new Jobs automatically

JvanVuuren — Thu, 09 Jun 2022 04:50:48 GMT

Dear Community,

When we create a new Deal in Hubspot Deals (the free version), it automatically creates a New Job in Workflowmax. This creates an inaccurate Jobs list in Workflowmax. Is there a way to stop this from happening?

I would appreciate your assistance.

Thanks & regards,

Jana van Vuuren

Re: Workflowmax integration issue-new Deals create new Jobs automatically

karstenkoehler — Thu, 09 Jun 2022 04:54:09 GMT

Hi @JvanVuuren,

I haven't worked with WorkflowMax before but usually, these kinds of changes can be made under Settings > Integrations > Connected Apps. WorkflowMax should appear there and offer some level of customization.

If not, I'd recommend reaching out to WorkflowMax support: https://workflowmaxhelp.zendesk.com/hc/en-us/articles/4402418581401-Contact-our-support-team

Hope this helps!

Re: Workflowmax integration issue-new Deals create new Jobs automatically

JvanVuuren — Thu, 09 Jun 2022 05:30:04 GMT

Thank you Karsten.

We will try these routes.

I'm not sure if you're aware, but the support email that is provided (support@integratehubspot.com) doesn't seem to work. I tried sending it again, but it failed/bounced again.

Regards,

Jana van Vuuren