How are certification outcomes updated in HubSpot CRM?

Applies to

• HubSpot survey tickets for certification outcomes
• Survey countries within our territory: AU, NZ, SG, PH, ID, VN, TH, MY, MM
• Our local clients, GO projects, and GO projects in the non-tech ecosystem

Process

1. Check the survey country.
   • If the survey country is not within AU, NZ, SG, PH, ID, VN, TH, MY, or MM, the record is out of scope.
   • No CRM updates are required.
2. If the survey country is within the nine territory countries, check whether the company is certified.
   • If the company is not certified, Dragon fills blank HubSpot fields only:
     • # Employees (in that country)
     • TI score
   • Dragon does not overwrite existing values.
3. If the company is certified, check the client type.
   • Our local clients: Donkey updates the survey ticket with Culture Brief information and sets CB sync completed = true.
   • GO project: CS completes the playbook, then Donkey does the rest.
   • GO project — non-tech ecosystem: CS completes the playbook, then submits an internal ticket to publish the CERT profile.

Important rules

• Dragon only fills fields that are blank in HubSpot.
• Dragon does not overwrite existing values.
• Dragon ignores records where CB sync completed = true.
• Non-territory survey countries are updated by Dragon.