Troubleshooting: Contacts not being created in your CRM
If you see contacts listed in the "Contacts Preview" but they're not being created in your CRM, consider:
- Increasing the Max Contacts Per Account limit.
- Ensuring that Account Re-enrollment is enabled so new contacts can continue being added from accounts that have already been enrolled in a workflow.
- Be aware that while Contacts qualify based on your set filter criteria, they may already exist in your CRM and therefore we will not create a new record.
Find Contacts/Leads in Salesforce
By default all Salesforce Contacts/Leads created by Contact Discovery Workflows will have the custom field RollWorks Sourced set as 'True'. This custom field is automatically created by the RollWorks integration package.
If you want to use a different contact/lead field to capture attribution for contacts purchased from RollWorks you can configure a fixed text value mapped to a Salesforce field. We recommend mapping the fixed value 'RollWorks Sourced' to the Salesforce field Lead Source.
You may use lead routing tools like LeanData to further enrich your default Lead Source Field.
Find Contacts in HubSpot
By default all HubSpot Contacts created by Contact Discovery Workflows will have the following properties values:
- RollWorks Sourced set as 'Yes'. This custom property is automatically created by the RollWorks integration package.
- Marketing Contact Status set as 'Non-marketing contact' so that it does not count towards your ‘marketing contacts’ allotment. This is a default HubSpot Contact property.
If you want to use a different contact property to capture attribution for contacts purchased from RollWorks you can configure a fixed text value mapped to a HubSpot property. We recommend mapping the fixed value ‘RollWorks Sourced’ to the HubSpot property of your choice.
You may use lead routing tools like LeanData to further enrich your default Lead Source Field.
Troubleshooting: Contacts not being created in CRM
If you see contacts listed in the "Contacts Preview" but they're not being created in your CRM:
- Consider increasing the Max Contacts Per Account limit.
- Ensure that Account Re-enrollment is enabled so new contacts can continue being added from accounts that have already been enrolled in a workflow. This also can mean that while Contacts qualify based on your set filter criteria, they may already exist in your CRM and therefore we will not create a new record.