Disabling Automatic Ownership of Companies

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Occasional Contributor

Hi,

 

I'm wondering whether there's a way of disabling company ownership being automatically assigned to new companies within the CRM?

 

Our sales team operate on individual ownership of certain industries, so our ideal process for assigning ownership would solely depend on a custom workflow - One that looks like this:

 

Company record added to CRM > Relevant sales rep assigned as owner of company (via branching logic determined by industry) > Assign company owner to associated contacts by default (via HubSpot settings)

 

Any other suggestions on how we could achieve the same goal would be appreciated.

 

Thanks.

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1 Accepted solution

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Community Thought Leader

Your use case requires a combination of the following.


-1- Enabling the 'Assign company owner to contact by default' setting.

 

contacts-and-companies-assign-setting.png

 

- see Sync ownership between contacts and companies


-2- A workflow setting the Company owner (as you originally described).
-3- A workflow to FORCE persistent updates of Contact ownership based on Company ownership. Setting this workflow to auto-re-enroll contacts will auto-fix any wiley changes made in the CRM. 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

1 Reply 1
Community Thought Leader

Your use case requires a combination of the following.


-1- Enabling the 'Assign company owner to contact by default' setting.

 

contacts-and-companies-assign-setting.png

 

- see Sync ownership between contacts and companies


-2- A workflow setting the Company owner (as you originally described).
-3- A workflow to FORCE persistent updates of Contact ownership based on Company ownership. Setting this workflow to auto-re-enroll contacts will auto-fix any wiley changes made in the CRM. 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817