How do I set default values in SurroundR?
Define fallback values for CRM fields so contacts, companies, and tasks are always created with consistent data — even when LinkedIn profiles have gaps.
Not every LinkedIn profile has complete data. Default values let you fill in the blanks automatically. To configure them, go to Settings > Default values.
How default values work
When SurroundR syncs a contact or company to HubSpot, it checks if any mapped fields are empty. If a field is empty and you've set a default value for it, SurroundR fills in that default automatically.
This keeps your HubSpot data consistent and avoids blank fields in reports and workflows.
Configure default values
Default values are organized into three tabs:
Contact Defaults — Set fallback values for HubSpot contact properties. For example, you could set a default "Lead Status" of "New" so every enriched contact enters your pipeline with a status.
Company Defaults — Set fallback values for HubSpot company properties. Useful for fields like "Lifecycle Stage" or a custom source property.
Task Defaults — Set fallback values for tasks created from SurroundR. Use this to standardize task types, priorities, or assigned owners.
To add a default value:
- Select the tab (Contact, Company, or Task).
- Click + Add Default Value.
- Choose the CRM field from the dropdown.
- Enter the value you want as the default.
- Save your changes.
Good to know
- Default values only apply when a field is empty. If LinkedIn provides data for a field, that data takes priority over the default.
- You can add as many default values as you need across all three tabs.
- This is especially useful for pipeline and segmentation fields that LinkedIn doesn't provide, like Lead Status, Lifecycle Stage, or Lead Source.