Marketing Integrations

Askarovoren
Teilnehmer/-in

Workflow Leads Status Update

lösung

Hello Community,

 

Is there a way to update a Salesforce Lead status using a workflow, even thought the status property is setup to prefer Salesforce?

0 Upvotes
1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Workflow Leads Status Update

lösung

Hi @Askarovoren 

 

I don't think so. If you clear or change a 'prefer Salesforce' mapped property in HubSpot, the value in Salesforce will just overwrite it again. 

 

I recommend you look for a workaround using, perhaps, different mapped properties and Salesforce Process Builder to either clear or set the Lead status on the Salesforce side. 

 

Hope this helps?

Phil Vallender | HubSpot Website Agency

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3 Antworten
NCzeckOrtiz
Mitglied

Workflow Leads Status Update

lösung
lost connections
0 Upvotes
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Workflow Leads Status Update

lösung

Hi @Askarovoren 

 

I don't think so. If you clear or change a 'prefer Salesforce' mapped property in HubSpot, the value in Salesforce will just overwrite it again. 

 

I recommend you look for a workaround using, perhaps, different mapped properties and Salesforce Process Builder to either clear or set the Lead status on the Salesforce side. 

 

Hope this helps?

Phil Vallender | HubSpot Website Agency
Askarovoren
Teilnehmer/-in

Workflow Leads Status Update

lösung

Hello Phil,

 

Thank you very much for your reaponse.

 

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