Edit Contact Owner Internal Value

SOLVE
AshS
Member

Hi there,

 

I'm using Zapier to integrate HubSpot with an SMS service (Esendex), to follow up with our leads.

 

When I map the Contact Owner property to the integration, the Internal Value ID is brought in instead of the Contact Owner's name (Label).

 

Is there a way I can either edit the ID to their name OR bring their name into the integration instead of the ID? 

 

Thanks!

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1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

>>"Is there a way I can either edit the ID to their name OR bring their name into the integration instead of the ID?"


The pre-defined HubSpot Contact Owner internal values are tied to the actual registered HubSpot User account and cannot be edited.


Bringing the Contact Owner name into your integration via a Zap is a question for Zappier Support. However, an alternative to that may be to ...

-1- add a custom property in HubSpot - i.e., single line text (important)
-2- use a workflow to update that property to match the Contact Owner
-3- map that custom property via your Zap


While this is a bit of work and possibly not scalable (untested), it will give you what you're looking for in Esendex.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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5 Replies 5
MFrankJohnson
Solution
Thought Leader

>>"Is there a way I can either edit the ID to their name OR bring their name into the integration instead of the ID?"


The pre-defined HubSpot Contact Owner internal values are tied to the actual registered HubSpot User account and cannot be edited.


Bringing the Contact Owner name into your integration via a Zap is a question for Zappier Support. However, an alternative to that may be to ...

-1- add a custom property in HubSpot - i.e., single line text (important)
-2- use a workflow to update that property to match the Contact Owner
-3- map that custom property via your Zap


While this is a bit of work and possibly not scalable (untested), it will give you what you're looking for in Esendex.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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AshS
Member

Hi Frank,

 

Thanks very much for your suggestion.

 

This was something I thought of, but was hoping to find a more effective solution.

 

Might just have to set it up this way initially until a better solution comes along.

 

Cheers,

Ash

0 Upvotes
MFrankJohnson
Thought Leader

Hey Ash, certainly worth reaching out the Zapier support regarding Contact Owner NAME. Otherwise, you have your workflow work cut out for you! 🙂

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
P1
Participant

At current the user label includes the reps name and full email address inside of a ()

this is silly for a label that cannot be customized - limits the columns in list view when viewing a contacts list = All Reps

 

Reps should be labeled with nicknames, usually initials, like PBR that's the way oracle does it 😉

 

please consider it.  Nickname for Reps, this is normal CRM logic.  Not having reps inside list view, as it is outlined here (cannot change owners labels) is not logical to user experience.

 

my $02.

0 Upvotes
P1
Participant

 

what i am saying is list view with a label that is 30 characters long because of name and long email address - when 3 character initials and a Row = Rep, without having to go through workflow logic or custom fields - is anyone else having this idea?  List view column Rep with 3 digit nickname is a GAP?HubSpot UserHubSpot User

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