Marketing Integrations

Askarovoren
参加者

Workflow Leads Status Update

解決

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 いいね!
1件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Workflow Leads Status Update

解決

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

元の投稿で解決策を見る

3件の返信
NCzeckOrtiz
メンバー

Workflow Leads Status Update

解決
lost connections
0 いいね!
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Workflow Leads Status Update

解決

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
参加者

Workflow Leads Status Update

解決

Hello Phil,

 

Thank you very much for your reaponse.

 

Oren