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The following workflow is setup to detect contacts from our Kafka integration that get synced as non-marketing. This workflow will set them to marketing automatically. This will give us time to update the marketing contact sync toggle and ensure and contacts synced before that update occurs are set as marketing.

A screenshot of the workflow is below.

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The workflow allows for re-enrollment of existing contacts if they get set as non-marketing again later.

Implementation Decisions

  1. The field Original Source drill-down 2 original chosen by the Hubspot rep is empty while the field Original Source Drill-Down 2 is populated, but not accessible in the workflow editor. There is some discrepancy in these two fields. As a workaround, we will use the field External System Type and check to see if it set to Slate or Destiny One.