Sync "Owner" between Contact and Deal

SOLVE
NShacklock
Member

Hi all.

 

Is it possible to sync the Owner of a Deal and the Contact it relates to (and vice versa?)

 

We are constantly moving Deals into another team member's name, but they can't then edit the contact because it's still linked to the previous owner (and our permissions don't let them see or edit each other's contacts for security reasons)

 

This seems like a very basic feature... currently when we transfer a Deal to another member of the team, we have to then remember to go and transfer the Contact too, which is really annoying. 

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2 Accepted solutions

Accepted Solutions
jfreeman
Solution
Participant | Diamond Partner

Hi @NShacklock ,

 

If I'm understanding correctly when you change the deal to a new HS owner you want that HS owner to take over ownership of the associated contacts as well, correct?

I would solve that with a deal-based workflow like this...

Screen Shot 2021-07-21 at 9.40.07 AM.png

 

1.  Set the enrollment criteria to "Deal Owner" is known. That will trigger every time the owner is updated on a single deal card.

2. Use the "Copy property value" action (rather than the "Set property value" action) to copy from the deal owner to the contact owner

 

Hopefully, this helps! Happy to hop on a screen share to help you work through it if needed.

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Joseph Freeman
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
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karstenkoehler
Solution
Most Valuable Member

Hi @NShacklock,

 

It looks like you're on a free subscription. Unfortunately, the automation needed for this is only available in the paid Professional and Enterprise versions of HubSpot.

 

With access to workflows, you would create a deal-based workflow that enrolls deals when their owner is known or changed. (This is what the re-enrollment is doing. HubSpot interprets "known" as "has changed".)

 

karstenkoehler_0-1626890828509.png

 

Unfortunately, I'm not aware of any workarounds for the free subscription.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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View solution in original post

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2 Replies 2
jfreeman
Solution
Participant | Diamond Partner

Hi @NShacklock ,

 

If I'm understanding correctly when you change the deal to a new HS owner you want that HS owner to take over ownership of the associated contacts as well, correct?

I would solve that with a deal-based workflow like this...

Screen Shot 2021-07-21 at 9.40.07 AM.png

 

1.  Set the enrollment criteria to "Deal Owner" is known. That will trigger every time the owner is updated on a single deal card.

2. Use the "Copy property value" action (rather than the "Set property value" action) to copy from the deal owner to the contact owner

 

Hopefully, this helps! Happy to hop on a screen share to help you work through it if needed.

Did this post help solve your problem? Help the community and mark it as a solution.
Joseph Freeman
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Joseph »

View solution in original post

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @NShacklock,

 

It looks like you're on a free subscription. Unfortunately, the automation needed for this is only available in the paid Professional and Enterprise versions of HubSpot.

 

With access to workflows, you would create a deal-based workflow that enrolls deals when their owner is known or changed. (This is what the re-enrollment is doing. HubSpot interprets "known" as "has changed".)

 

karstenkoehler_0-1626890828509.png

 

Unfortunately, I'm not aware of any workarounds for the free subscription.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes