Marketing Integrations

Askarovoren
Participant

Workflow Leads Status Update

Résolue

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?

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1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Workflow Leads Status Update

Résolue

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 Réponses
NCzeckOrtiz
Membre

Workflow Leads Status Update

Résolue
lost connections
0 Votes
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Workflow Leads Status Update

Résolue

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
Participant

Workflow Leads Status Update

Résolue

Hello Phil,

 

Thank you very much for your reaponse.

 

Oren