CRM

whurst
Membro

Data Sync - Sync Bullhorn and HubSpot data

resolver

This add-on has custom mappings.

 

Example mapping: status

 

The status field in Bullhorn needs to be set to private.

 

With the custom mappins, is it possible to set a default value to each field?

 

Example: set the status field to private automatically for each new contact.

 

This is so the user does not have to enter a value into the form field to populate.

 

 

 

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Olivia_Bagnall
Solução
Orientador(a) | Parceiro Platinum
Orientador(a) | Parceiro Platinum

Data Sync - Sync Bullhorn and HubSpot data

resolver

@whurst Hi there!

It could be possible to automatically set the value of the status field for new contacts from this data sync using a HubSpot workflow that is triggered based on their original source. It means they would be set to private immediately after they sync. Would this work for.you?


 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

Book a meeting

If you need further help with anything, please don't hesitate to book a call above


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1 Resposta 1
Olivia_Bagnall
Solução
Orientador(a) | Parceiro Platinum
Orientador(a) | Parceiro Platinum

Data Sync - Sync Bullhorn and HubSpot data

resolver

@whurst Hi there!

It could be possible to automatically set the value of the status field for new contacts from this data sync using a HubSpot workflow that is triggered based on their original source. It means they would be set to private immediately after they sync. Would this work for.you?


 

Olivia Bagnall

Inbound Consultant and Project Manager

Baskey

 
 
 
o.bagnall@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln
 
 
 

Olivia Bagnall
Platinum HubSpot Partner | HubSpot Specialist | Community Champion
BA°SKEY

Book a meeting

If you need further help with anything, please don't hesitate to book a call above