Align Company owner to contact Owner

[Mattw123]

Hi all,

could someone explain the best way to ensure that a Contact owner always matches the Comapny owner in CRM?

(we use Sales professional)

We have a number of contacts I need to reassign to a different owner but doesn't auto assign the company to the same owner

What's the best way to always ensure the owner is the same ?

Many thanks

[SMoyse]

It would be better if you could choose to enroll them only if the Contact Owner doesn't match the associated Company Owner.... but it looks like that isn't possible. 

[SMoyse]

Doesn't this mean virtually every single Contact will always be enrolled in this workflow? 

[Mattw123]

Many thanks - this has worked so much appreciated 

[karstenkoehler · Accepted solution]

Hi @Mattw123,

This can be achieved with a simple contact-based workflow:

It's important to click on "Contact enrollment trigger" and, in the "Re-enrollment" tab enable the above setting. (HubSpot interprets "known" as "has changed", too.) When the owner changes, HubSpot will re-enroll the contact and re-update the company owner.

This of course works also in the opposite direction, with a company-based workflow. Here as well you'd have to keep in mind the re-enrollment.

You'll notice that you would have to decide on direction here. If you create both, this might create a loop.

Let me know if you have any follow-up questions, happy to help!