How to track HubSpot Owner changes?

[PacificService]

Can I track HubSpot owner changes, ex. from John to Paul, so I can filter contacts that actually belong to Paul but before was owned by John?

[Ruurd]

Hi! I've thought of a solution for this. See my post here.

[DianaGomez]

Hi @Ruurd, I hope you are doing well!

Thanks for sharing!

Best,

Diana

[CAnderson87]

I couldn't make the suggested solution work for me (user error, I'm sure.)  I did, however, use a filter in a custom report on "Deal Owner" and selected "has ever been," which allows me to select from a dropdown a list of reps.  We needed this to find deals owned by a specific rep, moved to another rep, and then closed won.  Hope it helps

[MFrankJohnson · Accepted solution]

Did my post help answer your query?

Help the Community by marking it as SOLVED

Q: How to track HubSpot Owner changes?

Short A: Here's how to identify previous owners.

Longer A:

Not sure what you mean by 'track' these changes. You can view the history of HubSpot Owners in a contact record by clicking on the little pen symbol next to the HubSpot Owner field. That will show you the ownership history.

If you need to identify a specifc HubSpot Owner (or owners) for contacts that now belong to someone else you'll want to use a smart list. (see image)

Note: Using the 'AND' boolean in your smart list criteria will allow you to select both the current AND previous HubSpot Owner.

That way, you can use this smart list as a trigger for a workflow.

Hope that helps.