Transfer owner of records

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Occasional Contributor

Hi

 

I search a bit and couldn't find anything relating to this exactly.

 

I saw the https://developers.hubspot.com/docs/methods/owners/owners_overview Owners API documentation  - was wondering. If we would like to automate when a user leaves our employ, how can we transfer ownership of all their records? And potentially delete or mark as inactive the user as well?

 

Please advise?

 

Thank you

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Community Thought Leader

Original Questions>>"If we would like to automate when a user leaves our employ, how can we transfer ownership of all their records? And potentially delete or mark as inactive the user as well?"

 

You may use a HubSpot Workflow 'Set Object' action to automatically RE-assign Contact.owner for all contacts currently assigned to a specific Contact.owner, OR you may manually assign a new Contact.owner to a group of contacts (in bulk) directly from the Contact View Filter.

- see Assign ownership of records

 

There is no functionality in HubSpot which allows auto-deletion / auto-deactivation of HubSpot Users.

 

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

 

Best,
Frank

Chief HubSpot Consultant


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Community Thought Leader

Original Questions>>"If we would like to automate when a user leaves our employ, how can we transfer ownership of all their records? And potentially delete or mark as inactive the user as well?"

 

You may use a HubSpot Workflow 'Set Object' action to automatically RE-assign Contact.owner for all contacts currently assigned to a specific Contact.owner, OR you may manually assign a new Contact.owner to a group of contacts (in bulk) directly from the Contact View Filter.

- see Assign ownership of records

 

There is no functionality in HubSpot which allows auto-deletion / auto-deactivation of HubSpot Users.

 

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

 

Best,
Frank

Chief HubSpot Consultant


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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

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Occasional Contributor

Thanks @MFrankJohnson - I do know of the bulk update feature - will use that.

 

I was more keen on the auto-remove/transfer of Owners via the API.

 

But appreciate the response.

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HubSpot Moderator

Hi, @yatishm.

 

Just thought I'd add my two cents here.

 

@MFrankJohnson is correct that it's not possible to deactivate owners via the API, however you could conceivably poll the Get owners endpoint and check whether any owner IDs have the "isActive": false property value.

 

You could then use object endpoints like Get all contacts and Create or update a group of contacts to "automatically" set the hubspot_owner_id to the value of an owner who has "isActive": true.

Isaac Takushi

HubSpot Developer Support
Community Thought Leader

Hey @IsaacTakushi, curious. Does that mean, setting hubspot_owner_id to "isActive: false" would make the HubSpot Owner (User) appear inactive in the portal?

[not sure I asked that question right.]

 

Best,
Frank

Chief HubSpot Consultant


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HubSpot Moderator

Hey, @MFrankJohnson.

 

A fair question. In theory, it could be that easy, however there is no public Owners API endpoint to create or update owner records.

 

I tried using a few internal endpoints but couldn't get it to work, either.

Isaac Takushi

HubSpot Developer Support