CRM

DCrinnion
Contributor

Contacts Associating with Multiple Companies (Same Domain)

Hi All,

 

Apologies if this is a repeat question I have looked through some but they don't necessarily answer my exact question.

 

I was wondering if you have multiple companies with same domain name and for example an inbound lead comes in via a form with that domain, will it associate to all companies with that domain?

 

I have target accounts for sales reps, and want to ensure that these target accounts when an inbound lead comes in for them, they get assigned to the company owner of the target account however we have a few duplicates domain names of target accounts so want to know if they get assigned to a duplicate will they atleast get assigned to the target account too?

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PamCotton
Community Manager
Community Manager

Contacts Associating with Multiple Companies (Same Domain)

Hey @DCrinnion, thank you for posting in our Community!

 

To ensure leads are correctly routed to the appropriate company owner or target account, it's crucial to utilize additional criteria or workflows within HubSpot. You can create specific workflows or rules that prioritize lead assignments based on your target account lists or other identifying factors.


If you need assistance in setting up these workflows or have further questions about lead management in HubSpot, please don't hesitate to reach out. We're here to help!


Pam

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