How can I automatically assign Company Owner field to the user that has either added the company profile to the system or the individual user who has activity with that Company?
Thanks
Hi @PNeill1,
Typically, when they are adding in the records, it will default ownership to them unless they select someone else. Additionally, if a rep engages with the contact on a 1:1 basis and that contact is unowned, it will also automatically assign.
For the workflows, I think you’ll need 2:
Workflow 1 — “Creator → Owner” (sets the owner once, when the company record is created)
Goal: If Company owner is blank, copy the numeric Created by user ID into it so the person who added the company becomes the owner.
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Create a company‑based workflow.
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Enrollment trigger:
- Company owner is unknown AND
- Created by user ID is known.
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Action: Copy property value → copy Created by user ID ➜ Company owner.
- HubSpot accepts the numeric user‑ID value when the target property type is “HubSpot Owner.”
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Re‑enrollment: Allow re‑enrollment if either property changes (e.g., someone clears the owner field).
Workflow 2 — “Last Activity Rep → Owner” (keeps ownership aligned with whoever touched the company most recently)
-- Note, I think this might require Sales Hub Enterprise.
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Create an activity‑based workflow.
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Enrollment trigger:
- Activity type is Call, Meeting, or Sales Email (add any other types you care about).
- Optional: filter to only enroll activities associated with companies whose Company owner is known/unknown depending on whether you want to overwrite existing owners.
- Each new qualifying activity will re‑enroll automatically.
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Action: Copy property value → copy Activity created by ➜ Company owner on all associated companies.
- This sets the owner to the rep who logged or sent the most recent activity.
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Branching logic (you might want this):
- Add an “If Company owner is unknown” branch if you only want to fill blanks and never overwrite.