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rulpats
Contributor

By default activities in Hubspot getting assigned to integration user

SOLVE

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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1 Accepted solution
PamCotton
Solution
Community Manager
Community Manager

By default activities in Hubspot getting assigned to integration user

SOLVE

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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0 Upvotes
1 Reply 1
PamCotton
Solution
Community Manager
Community Manager

By default activities in Hubspot getting assigned to integration user

SOLVE

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

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




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