CRM

CWorsley
Participant

Company Owners not on the user list

SOLVE

We did a salesforce integration and as part of this it set up company owners for people who are set up as users with different email addresses.  When searching for one of these people in the company/contact/deal owner dropdown filter, one appears for their old email address and another for their new email address, even though only their new email is in the user list.

 

How can I remove their old email from the owners filter?

1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Company Owners not on the user list

SOLVE

Ok so I think what is causing the issue is that the integration automatically creates Salesforce Users in HubSpot (see the last FAQ here). Because they are using different email addresses in each system they are picked up as 2 separate users.

 

To fix this I think you will need to update their emails to be the same in both systems. The integration should then pick them up as the same user.

 

Thanks,

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

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4 Replies 4
Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Company Owners not on the user list

SOLVE

Hey @CWorsley 

Salesforce users and HubSpot users are different.

So , as Louise explained,

if the old user still exist in SF with asign contacts

its going to appear in HubSpot again.

Try to merge users or update the email in SF too.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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0 Upvotes
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Company Owners not on the user list

SOLVE

Hi @CWorsley ,

 

Are they users in both HubSpot and Salesforce separetly, prior to the integration? And if so, do their users have different email addresses in each?

 

Thanks,

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_1-1708276465607.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

0 Upvotes
CWorsley
Participant

Company Owners not on the user list

SOLVE

@LouiseHare yes that's correct.

0 Upvotes
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Company Owners not on the user list

SOLVE

Ok so I think what is causing the issue is that the integration automatically creates Salesforce Users in HubSpot (see the last FAQ here). Because they are using different email addresses in each system they are picked up as 2 separate users.

 

To fix this I think you will need to update their emails to be the same in both systems. The integration should then pick them up as the same user.

 

Thanks,

LouiseHare_0-1708276465605.png

Louise Hare she/her

Freelance HubSpot Specialist 

Want to chat HubSpot?

LouiseHare_1-1708276465607.png

 

If my reply helped to answer your question please mark it as a solution to make it easier for others to find!

0 Upvotes