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Faye's Sugar Hubspot Connector enables bidirectional syncing of Accounts, Leads, and Contacts to allow for effective automation, up-to-date and reliable data, and no more double entries.

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#4112 - Automatically assign a Lead Source in Sugar

Closed General Question created by marbar Verified Purchase 3 years ago

Hi i need to set a certain value for the leads coming from Hubspot. Now i'm using a workflow where the condition is if the Hubspot ID is present than the "Hubspot" Lead source is set. Is there a way to have the Lead Source set directly from the creation of the lead ? This might apply to other field types as well

Thank you

  1. polarstrategy member avatar

    Polar Strategy

    3 years ago

    It is possible. We can set the Lead Source directly from the creation of the lead. Please let us know the exact sugar field name and its drop-down options.

    • marcobaracco member avatar

      marbar Verified Purchase

      3 years ago

      The field name, in Leads module, is lead_source Display label is Lead Source: Dropdown Options are the following, for the moment Cold Call Existing Customer Self generated Employee Partner Public Relations Direct Mail Conference Trade Show Web Site Word of Mouth Email Campaign Hubspot Other

      Thank you!

  2. marcobaracco member avatar

    marbar Verified Purchase

    3 years ago

    Thank you very much, the change works perfectly

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