Tracking Company and Meeting Creation

AVignetti — Fri, 04 Jul 2025 12:57:34 GMT

Hi everyone,

I'm trying to track who creates a company. The only options i found are: traking by owner and tracking by user id.

The problem with the first, is that when a company is created, it might be owned by someone who wasn't the creator. The problem with the latter is that in some cases the user id isn't correctly tracked and appears as a series of number.

Is there a way to efficiently track the creator of a company?

The same goes with meeting. There are times where there is a person who managed to organize it, and there is another person who has to participate and have ownership on the outcome. Can it be tracked into two different dashboards?

Thanks for your time and have e nice day!

Re: Tracking Company and Meeting Creation

karstenkoehler — Fri, 04 Jul 2025 13:02:36 GMT

Hi @AVignetti,

You're right, the created_by_user_id does not always show an owner. If the company was created via integrations, workflows, or imports, this often shows as a long numeric ID or sometimes nothing useful. In those cases, you can either leverage the Users API or check in the users & teams settings of the tool. Open any user and the ID will be included in the URL where you can then replace to check if the ID you're seeing in the report matches a user. But yes, this does not give you the information at a glance.

Alternatively, and assuming that the person creating a company record does not immediately change the owner, you can create a custom HubSpot user property on the company object and use a workflow that copies the company owner into this new user property (e.g. 'Created by') at the time of creation. Enrollment could be as simple as 'Create date is less than 1 day ago' and you would use 'Edit record' to copy the value.

For meetings, meeting workflows do unfortunately not exist so here you're stuck with the created_by_user_id.

In both cases, working with the HubSpot API and leveraging custom development will also get you to your desired outcomes – but it will require API and dev work.

Best regards!

topic Re: Tracking Company and Meeting Creation in Dashboards & Reporting

Tracking Company and Meeting Creation

Re: Tracking Company and Meeting Creation