Contact Owner and Company Owner not the same

[GClements2]

Hi Team

I am wondering if I can create a property that tells us whether the:

contact owner (of a contact record) and the company owner (of a company record) are not the same

I think this would need some workflows at the least but just wondering if this kind of thing is possible in HubSpot.

Happy to give more context if still confused. I have tried lists but I'd need to create about 30 and ideally I want this in all one view (where the new property created is)

[Jaycee_Lewis]

Hey, @GClements2 👋 Thanks for the great question. Looking at the limitations of Calculation properties, specifically that they cannot compare values across multiple objects in the same formula, you'll need to look at other options. 

If you have Operations Hub access, you could look at handling this in a Workflow. For example, you could use a Custom Code Workflow action to query the Contact and Company API and do the comparison before updating a custom property with a yes/no value. 

If not, you can look at using a middleware solution to programmatically handle the requests to both endpoints to get the owner IDs. Compare them, and then make a call to update your custom property on the Contact, Company, or both, object records. 

As a third option, you could also investigate a low/no-code solution using Zapier or Make for example. 

I hope this helps get you moving forward! — Jaycee