Hi everyone,
We’re exploring a way to automatically assign a Primary Contact Label for each company record in HubSpot.
Ideally, we’d like the automation to select the contact who meets one of these criteria:
- Has the highest number of email communications, or
- Has the most email activity and the most recent engagement
We’d like to know if this can be achieved using native HubSpot workflows, or if it would require a custom-coded solution (e.g., API).
Has anyone implemented something similar or found a best-practice approach for identifying and assigning a Primary Contact automatically?
Thanks in advance for any insights or suggestions!
Chathura
Hi @CFernando23,
I’m not aware of any default features in workflows or calculation properties which would let you compare multiple contacts against each other to identify the “right” one – to then apply the label. As far as I know, yes, this would require a custom solution based on the HubSpot API, leveraging the CRM API.
Best regards!
Hey @CFernando23 interesting question! 
Instead of basing it on engagement, you could use the first associated contact as the primary. It’s a lot simpler to maintain - HubSpot doesn’t natively compare engagement data in workflows, so ranking by activity would need custom code. The first associated contact is usually the one who first interacted with your company (e.g., submitted a form or started the relationship), which makes sense as the default primary. It’s also fully achievable with native workflow actions, no API needed.
Hi @inboxhannah, thanks so much for your contribution on the HubSpot Community!
Do you have an example of a native workflow (which trigger and actions) that @CFernando23 could put in place in this specific use case, please?
Thanks and have a great weekend!
Bérangère
Hi @BérangèreL @CFernando23
I actually have a post on this - triggers, actions, and all!
I’ll drop the link here 