💬 RevOps Discussions

rulpats
Participant

By default activities in Hubspot getting assigned to integration user

Hi team,

At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SFDC.

Is there a way, even if a contact owner is known in Hubspot the task will get assigned to the integration user and not to the contact owner?

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PamCotton
Community Manager
Community Manager

By default activities in Hubspot getting assigned to integration user

Hey @rulpats, thank you for posting in our Community!

 

You can utilize our workflow automation to set up a rule that overrides the default task assignment. By creating a workflow that triggers when a task is created or when specific criteria are met, you can automatically assign tasks to the integration user regardless of the contact owner.

Another approach is to create a custom property that designates the task assignee. This custom property can be used in conjunction with workflow automation to ensure tasks are consistently assigned to the integration user.

 

I hope this information helps,

 

Pam

 

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