To populate Hubspot standard fields with Leadspace data, when the fields are empty, please follow the steps below:
1. Create a new Workflow:
2. Name the workflow and choose "Standard":
3. Set Enrollment Criteria to "The contact property LS Status is equal to Success":
4. Choose to "Enroll contacts who already meet these criteria":
5. Press "Add an action" by pressing the plus button and select "Add if/then branch":
5. Set the steps to "The contact property 'Number of employees' is unknown" and press 'Done':
6. "Yes" Branch:
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"
B. Add an action and select "Add if/then branch" and set it to "The contact property 'Annual Revenue' is unknown":
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"
7. "No" Branch:
A. Add an action, choose "Add if/then branch" and set it to "The contact property 'Annual Revenue' is unknown":
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"
The final result should look as follows:
