CRM

CarloGrau
Member

Contact Property to be Contact Owner's Email

SOLVE

Hello experts! 

Is it possible to create a Contact Property that automatically fills out as the Contact Owner Email

I would need to have the Contact Owner Email without opening / looking up that with a second step. 

Thanks! 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property to be Contact Owner's Email

SOLVE

@CarloGrau to your first point, no – if they're included in your subscription, you can consider it a flatrate. You either have access or you don't. You need a Professional or Enterprise subscription.

 

Setting a property value does not consume an API call. Only actual API calls through a private app / custom code action or some integration workflow actions do.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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CarloGrau
Member

Contact Property to be Contact Owner's Email

SOLVE

Thanks for all the guidance @karstenkoehler 👊

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CarloGrau
Member

Contact Property to be Contact Owner's Email

SOLVE

hahaha @karstenkoehler  will not give ideas... but couple of questions;

- Are workflow runs billed in some shape or form? 
- If I have one step, like setting the property value for a contact, does this consume one API call? In general steps that allow Getting/setting values from Hubspot contacts, leads, and companies would consume an API call in each step? 

Thanks in advance 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property to be Contact Owner's Email

SOLVE

@CarloGrau to your first point, no – if they're included in your subscription, you can consider it a flatrate. You either have access or you don't. You need a Professional or Enterprise subscription.

 

Setting a property value does not consume an API call. Only actual API calls through a private app / custom code action or some integration workflow actions do.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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CarloGrau
Member

Contact Property to be Contact Owner's Email

SOLVE

Thanks a lot Karsten. 

Indeed, I need this for the second case you are describing. When doing an API call to get a contact or group of contacts I want to avoid making another API call to retrieve what is the contact owner's email. 

I understand that with a Workflow-Automation I could set up:

1) Go over contacts, if they have an owner, get the owner email and set it in property "Owner Email"
2) For new contacts created, run through a similar workflow. 

Are workflow runs priced somehow? I can't find the dropdown of $ associated to one workflow run 

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ADumont2
Participant

Contact Property to be Contact Owner's Email

SOLVE

Hello @CarloGrau , 
I have a similar use case, and i'm intrigued by your workflow. 
How would you get the owner email in the worflow without any custom code or thirf party Api call ?

Thanks ! 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property to be Contact Owner's Email

SOLVE

@CarloGrau correct, that would be a way to approach this.

 

There is not limit for executed workflow actions or runs – if you have access to workflows, there aren't any limits for how many times a workflow can run within a certain time frame. (Don't give HubSpot any ideas! 😄 )

 

There are however the regular API limits which apply to any API calls.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Contact Property to be Contact Owner's Email

SOLVE

Hi @CarloGrau,

 

What exactly do you need this for? If the end goal is to have this displayed in a marketing email or used as a sender address, this information is available as a personalization token.

 

Outside of marketing email personalization tokens, this would currently have to be set up manually – a workflow that checks if a record has owner A, then stores the email address for owner A via 'Set property value', then continue with check for B, and so on.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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