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Hubspot: Append Leadspace Data to Standard Fields

To populate Hubspot standard fields with Leadspace data, when the fields are empty, please follow the steps below:

 

1. Create a new Workflow:

New_Workflow.png

2. Name the workflow and choose "Standard":

2._Workflow_Details.png

3. Set Enrollment Criteria to "The contact property LS Status is equal to Success":

3._Set_Enrollment_criteria.png

4._Enrollment_Criteria.png

5._LS_Status.png

6._ls_status_success.png

4. Choose to "Enroll contacts who already meet these criteria":

7._Enroll_Contacts_again.png

5. Press "Add an action" by pressing the plus button and select "Add if/then branch":

8._Add_an_action.png

8._Add_Branch.png

 

5. Set the steps to "The contact property 'Number of employees' is unknown" and press 'Done':

number_of_employees_is_unknown.png

 

6. "Yes" Branch:

Yes_branch.png

A. Add the step "Copy contact property value" and set it as follows:

  • Source Contact Property - "LS Company Size Exact"
  • Target Property Type - "Company Property"
  • Target Property - "Number of Employees"

Copy_Contact_Property.png

Copy_data_-_size.png

B. Add an action and select "Add if/then branch" and set it to "The contact property 'Annual Revenue' is unknown":

8._Add_Branch.png

if_then_criteria.png

C. To the "Yes" branch, add the step "Copy a contact property" and set it as follows:

  • Source Contact Property - "LS Company Revenue Range"
  • Target Property Type - "Contact Property"
  • Target Property - "Annual Revenue"

Yes_branch.png

Copy_Contact_Property.png

copy_data_revenue.png

 

7. "No" Branch:

No_Branch.png

A. Add an action, choose "Add if/then branch" and set it to "The contact property 'Annual Revenue' is unknown":

8._Add_Branch.png

if_then_criteria.png

B. To the "Yes" branch, add the step "Copy contact property value" and set it as follows:

  • Source Contact Property - "LS Company Revenue Range"
  • Target Property Type - "Contact Property"
  • Target Property - "Annual Revenue"

Copy_Contact_Property.png

copy_data_revenue.png

The final result should look as follows:

Final_result.png

 

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