Sales Integrations

JvanVuuren
Membre

Workflowmax integration issue-new Deals create new Jobs automatically

Dear Community,

When we create a new Deal in Hubspot Deals (the free version), it automatically creates a New Job in Workflowmax. This creates an inaccurate Jobs list in Workflowmax. Is there a way to stop this from happening?

 

I would appreciate your assistance.

 

Thanks & regards,

Jana van Vuuren

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JvanVuuren
Membre

Workflowmax integration issue-new Deals create new Jobs automatically

Thank you Karsten.

We will try these routes.

 

I'm not sure if you're aware, but the support email that is provided (support@integratehubspot.com) doesn't seem to work. I tried sending it again, but it failed/bounced again.

Screen Shot 2022-06-09 at 5.27.40 PM.png

Regards,

Jana van Vuuren

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Workflowmax integration issue-new Deals create new Jobs automatically

Hi @JvanVuuren,

 

I haven't worked with WorkflowMax before but usually, these kinds of changes can be made under Settings > Integrations > Connected Apps. WorkflowMax should appear there and offer some level of customization.

 

If not, I'd recommend reaching out to WorkflowMax support: https://workflowmaxhelp.zendesk.com/hc/en-us/articles/4402418581401-Contact-our-support-team

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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