User who contacted company and assigned owner is different

SOLVE
xhng
Member

Hello,

 

Below is the series of events:

1. Company/Contact was imported into Hubspot, No Owner assigned

2. User A sent an email from Gmail to Company/Contact via 3rd party platform (Quickmail), Hubspot BCCed

3. Email activity was logged normally in Company/Contact records, but with name as user C, email as that of user A...

4. Also owner was Not assigned to A, but was instead assigned to another user B

 

It has happened several times already, and oddly, the assigned owner has always been user B although there are other users to the same Hubspot account.

User A has access to Contacts, Sales and Admin.

User B has access to Contacts and Sales only.

User C has access to superadmin.

 

Could I understand why this could have happened, and what can be done to prevent this from happening in the future?

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1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: Troubleshooting Contact Ownership.

 

Short A

(see image)

hubspot-crm-contact-owner-history.png 

 

Longer A:

Note: We haven't seen HubSpot email integrations normally assign HubSpot Contact Owners unless the contact is being created (as new).

 

Sounds like you're either looking for a workflow that's performing a (re-)assignment, or an integration that's doing it. Start by viewing the Contact Owner history for the contact.

 

Does that help solve your question?

Best,
Frank

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www.MFrankJohnson.com

 


Please add @MFrankJohnson to HubSpot Community Forum messages if you'd like me to reply.

 

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

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Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

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1 Reply 1
MFrankJohnson
Solution
Thought Leader


2000px-Ok_sign_font_awesomeDoes my post help answer your question?

Help the Community by marking it as SOLVED

 

Q: Troubleshooting Contact Ownership.

 

Short A

(see image)

hubspot-crm-contact-owner-history.png 

 

Longer A:

Note: We haven't seen HubSpot email integrations normally assign HubSpot Contact Owners unless the contact is being created (as new).

 

Sounds like you're either looking for a workflow that's performing a (re-)assignment, or an integration that's doing it. Start by viewing the Contact Owner history for the contact.

 

Does that help solve your question?

Best,
Frank

share-on-Linkedin-Button-75x19.png 


hubspot-forum-signature-badge-v01.png

www.MFrankJohnson.com

 


Please add @MFrankJohnson to HubSpot Community Forum messages if you'd like me to reply.

 

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

0 Upvotes