- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
User who contacted company and assigned owner is different
SOLVEJun 13, 2018 10:33 PM - edited Jun 13, 2018 10:58 PM
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?
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content
Accepted Solutions
Jun 14, 2018 7:04 PM
Does my post help answer your question?
Help the Community by marking it as SOLVED
Q: Troubleshooting Contact Ownership.
Short A:
(see image)
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
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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content