Setting up Workflows
Setup rules to control how data syncs
- How To Set Up Workflows For The First Time
- What Is a Workflow?
- Helpful Tips on Setting up Workflows
- How to Test Your Integration Using Workflows
- What's the Difference Between Mapping Filters and Workflows?
- Conditional Mapping: Using A Field on Another Object
- Conditional Mapping: Connecting Multiple Hubspot Portals to Salesforce
- Understanding and Implementing Workflow Logic
- Can I Sync Fields One Way?
- Do I Need to Have a Workflow?
- Can I Use Commas in My Workflow Rules?
- Can I Base My Workflow Rules on Any of the Records in the Drop Down?
- How To Setup HubSpot Forms to Create Webex Registrations
- Making Sure to Map Your Workflow Fields
- How Not To Setup a Workflow
- How To Setup a Workflow That Says If a Record Exists in Both Systems It Should Sync