Forgetful sales team assign contacts but no the company

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Occasional Contributor

Monring Hubspotters!

 

So I have a growing issue of un-assigned companies in the crm.

The team all love how easy it is to add a contact and that, that contact is automatically assigned to them via tthe gmail plugin but, they continually forget to manually update the company owner.  Which means ive got over 50 companies I cannot easily attribute to a sales team member.

 

Is there a way to automate this too at the same time as creatign the record?

 

Thanks

 

Matthew 

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Community Thought Leader | Diamond Partner

Hi @MattLM

 

Yes, you can automate this Smiley Happy

 

How can I sync ownership between contacts and companies?

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Community Thought Leader | Diamond Partner

Hi @MattLM

 

Yes, you can automate this Smiley Happy

 

How can I sync ownership between contacts and companies?

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Occasional Contributor

Thanks for this Phil - In the same way - can you auto assign the team baed upon the team that the owner sit in?