Hello,
We use Workflow Max and have integrated this with HubSpot on a trial via Lynton.
We would like to use HubSpot to manage our contacts from Workflow Max to sync into Hubspot along with a few fields from the “Job” in Workflow Max. We have synced the Job Category (Deal Type) and Job State (Deal Stage). We would like to be able to segment the contact information by the Job Category (Deal Type) and Job State (Deal Stage).
I am now trying to create segmented contacts lists within HubSpot but the Job details I synced are not appearing in the filters for the list segmentation.
Are you able to help please?
Hi @CBadger,
Thank you for reaching out to the Community!
Just to confirm if I understood your question correctly:
You’ve successfully synced the data from Workflow Max to HubSpot and would now like to use the Deal properties Deal Type and Deal Stage as filters to create a list of contacts in HubSpot (Contacts > Lists).
If that’s correct, you’d first need to make sure that the contacts are associated with the right deals (read more about associating records in HubSpot here) and then select the following filter in the lists tool:
You’ll find the Deal Type property there, as well as Deal Stage:
I hope this helps!
Cheers
Mia, Community Team
