topic Re: Who created each contact in CRM

Who created each contact

gil100 — Wed, 11 Jan 2017 15:08:58 GMT

Is there a way to track who and how many contacts each sales person created? it doesn't look like Hubspot has a field for it, but I might be missing something.

Re: Who created each contact

BrettLanguirand — Wed, 11 Jan 2017 15:43:37 GMT

Hello @gil100,

There isn't a way to isolate which/how many contacts were specifically created by the users in your portal, however filtering contacts with the contact property "Hubspot Owner" might come close to what you are trying to accomplish. It won't be perfect, because there are times when a contact might be added to a portal, but the Hubspot Owner is set to someone other than the person who added them. You can filter by Hubspot Owner by navigating to "Contacts" in the top navigation, "Add Filter" on the left hand side, type in Hubspot Owner, Click "Hubspot Owner", select "is any of", choose a user in your portal and click apply filter. This will display all of the contacts and provide a number of contacts owned by that user. You can also save this filter as a view, and repeat for all users in your portal so that you can easily access the views later on without having to manually add the filters everytime you want this information.

I hope this helps! I know it's not a perfect workaround because it doesn't provide the exact created by information, but it might come close to what you are trying to accomplish.

Brett

Re: Who created each contact

gil100 — Wed, 11 Jan 2017 15:58:31 GMT

That was the only thing I could find, but in the case of inside sales that hand off contacts to outside sales, the owner will not be an accurate indication, unless I guess if I could have been able to track the original owner...

Re: Who created each contact

gil100 — Mon, 20 Feb 2017 16:57:37 GMT

Also, since one of our metrics for inside sales is how many (relevant) contacts they create, basically we can't track it properly

Re: Who created each contact

BrettLanguirand — Tue, 21 Feb 2017 13:44:09 GMT

Hi @gil100,

Since there isn't default functionality to track who created a contact, you could create a custom contact property, maybe called something like "Created By" and have a dropdown select containing all of your sales users. They would have to manually select their name when creating the contact, but it might accomplish what you're looking for. It wouldn't be a retroactive solution, but if you start something like this, you'd be able to use that property to track how many contacts each of your reps added to Hubspot.

I hope this helps!

Brett

Re: Who created each contact

gil100 — Tue, 21 Feb 2017 15:04:51 GMT

I'm afraid adding additional manual fields for the sales guys to add (plus it kinda misses the purpose of automation everything). We already have various manual fields adding new one is not a great option

Re: Who created each contact

ACTION — Mon, 12 Nov 2018 07:54:08 GMT

I am in the same boat as Gil100. I understand that a Created By field for all records, particularly Contacts, Companies, and Deals should be a field that is automatically created and saved by the Hubspot platform. Surely the system stamps this information somewhere like the CREATE DATE field, so I presume visibility only needs to be made available on the platform for users to select to show in the properties.

I really enjoy using Hubspot and am promoting it quite a lot to others I speak with. However, this is one of the functions the tool appears to be missing, as it is a function most other CRMs provide.

I hope that Hubspot considers opening this functionality to users, for I am sure we are not the only ones affected. Honestly, I am surprised this was the only thread I could find on the matter. I bet there exists another thread including the same request for COMPANIES and DEALs.

Thanks,

Re: Who created each contact

SMidili — Thu, 21 Mar 2019 15:13:15 GMT

I agree with the above posts. We need a field to see who added a contact. Mostly because people sometimes do not fill out the contact information correctly. For example a contact was created with only an email address. No other property was filled out for the contact. everyone has received training on the system. People make mistakes. We need to be able to go to the person and show them their misstep.

Please add this feature. It should automatically be populated.

Re: Who created each contact

KyleMonk — Wed, 10 Apr 2019 14:11:58 GMT

This is crucial for us as well, please can you please add to pipeline? It would make sense if the 'source' had the name of the user who created the contact instead of just 'offline sources' as it is currently.

Re: Who created each contact

JamesHP — Mon, 06 May 2019 04:45:22 GMT

Just moved off SalesForce to Hubspot and

1. HubSpot so much easier for Sales teams congrats!!

2. Amazed we miss this basic capability to get a created by user. How can we manage teams effectively. Sales is no longer one person does all, but we have openers, qualifiers and closers each specialising on a different piece of the sales flow. They want credit for their good work, yet I can't give kudos to those who are leveraging their networks to get our foot in the door!

Please help get us a created by field!!

Re: Who created each contact

JustinEverett — Tue, 22 Oct 2019 11:34:12 GMT

There is no way this field doesn't already exist within Hubspot's backend. This should just be a matter of surfacing it so that we can see and use it. Please look into making this quick fix as it should be standard functionality.

Re: Who created each contact

thesnappingdog — Thu, 31 Oct 2019 13:05:43 GMT

Not sure if this applies to how hubspot sales hub does contact creation (we don't use it) but at least I am able to identify contacts created from salesforce by adding workflows using original source breakdows:

E.g if "Original Source Drilldown 1" contains SALESFORCE, I know it was created through the salesforce integration. You can also filter out contacts created via other integrations this way, as drilldown 1 or 2 in offline sources will usually contain an ID or name of integration. That said, it doesn't tell me who exactly did it 🙂

Edit: the above method refers to how i do it in Hubspot marketing

Maybe hubspot sales stamps the contacts original source in some similar way?

Re: Who created each contact

rethinkux — Tue, 24 Mar 2020 14:51:32 GMT

Yes, it is possible to find which user in your Hubspot account has created a contact by checking property history of a client.

Infact, you can also check who were all the users which communicated with the contact. (This particular usecase was required by one of my client)

Though you can't get an agreegate report on how many contacts were created by each user but to achieve that with Hubspot you can scrape data from your own Hubspot contacts and build a simple report in Google Sheet.

And, yes if you need help then my company rethinkux.com can help you with implementation of Hubspot and also building new Hubspot integrations if required for your usecases.

Regards

Gourav Manchanda

Owner, rethinkux.com

who created the hubspot contact?

Re: Who created each contact

lgil — Fri, 29 Jan 2021 14:31:43 GMT

Hi Everyone!

I have found this idea a customer submitted for a "created by" property to be created in HubSpot. Please go to the idea and upvote it! The more upvotes an idea post has, the better the likelihood of it getting implemented 🙂

Thank you!

Re: Who created each contact

jaah — Thu, 19 Aug 2021 09:50:13 GMT

Hi,

If it is so much of an issue that you would be willing to implement a workaround, I might have one for you. In the property called "original source drill-down 2", you have the user ID of the user who created the contact if it was created manually or via an extension. You can either export and map this to actual names or you can use a tool like zapier to mapp the user ID to actual names in HubSpot.

Let me know if you have any questions in this regard. I'd be happy to help out.

/Jacob

Re: Who created each contact

donrua — Mon, 03 Jan 2022 16:56:41 GMT

We struggle with this as well. Being able to measure each BDR and Salesperson on the prospecting they personally did is a big deal. Can't use "lead owner" or "contact owner" as those can be re-assigned as contacts move through the funnel. Also, at times we have someone import a list that someone else prospected, so we would like to set the credit for who did the prospecting, even if that person didn't physically upload into HS.

Re: Who created each contact

MVA9 — Tue, 03 May 2022 14:36:56 GMT

Will this be implemented?

Re: Who created each contact

HubspotCRM23 — Wed, 15 Jun 2022 00:42:44 GMT

Hi Jacob, I tried your solution. Now I'm able to see some information under the "Original Source Drill Down 2" . Under that property for many of the contacts only show "Zapier". How can I map this to actual names?

Re: Who created each contact

karstenkoehler — Mon, 18 Jul 2022 06:26:24 GMT

Hi @gil100,

There is now a "Created by user ID" field on all record types!

To find the ID of a user (it's not their name), navigate to Settings > Users & Teams. Click on the user and copy the ID from the URL that's now showing in the address bar of your browser:

https://app.hubspot.com/settings/PORTAL_ID/users/editUser/USER_ID

Hope this helps!

Re: Who created each contact

kvlschaefer — Mon, 18 Jul 2022 20:30:21 GMT

Thanks for sharing this update with us, @karstenkoehler! 🙂