Who created each contact
Jan 11, 2017 10:43 AM
There isn't a way to isolate which/how many contacts were specifically created by the users in your portal, however filtering contacts with the contact property "Hubspot Owner" might come close to what you are trying to accomplish. It won't be perfect, because there are times when a contact might be added to a portal, but the Hubspot Owner is set to someone other than the person who added them. You can filter by Hubspot Owner by navigating to "Contacts" in the top navigation, "Add Filter" on the left hand side, type in Hubspot Owner, Click "Hubspot Owner", select "is any of", choose a user in your portal and click apply filter. This will display all of the contacts and provide a number of contacts owned by that user. You can also save this filter as a view, and repeat for all users in your portal so that you can easily access the views later on without having to manually add the filters everytime you want this information.
I hope this helps! I know it's not a perfect workaround because it doesn't provide the exact created by information, but it might come close to what you are trying to accomplish.
Jan 11, 2017 10:58 AM
That was the only thing I could find, but in the case of inside sales that hand off contacts to outside sales, the owner will not be an accurate indication, unless I guess if I could have been able to track the original owner...
Feb 21, 2017 8:44 AM
Since there isn't default functionality to track who created a contact, you could create a custom contact property, maybe called something like "Created By" and have a dropdown select containing all of your sales users. They would have to manually select their name when creating the contact, but it might accomplish what you're looking for. It wouldn't be a retroactive solution, but if you start something like this, you'd be able to use that property to track how many contacts each of your reps added to Hubspot.
I hope this helps!
Feb 21, 2017 10:04 AM
I'm afraid adding additional manual fields for the sales guys to add (plus it kinda misses the purpose of automation everything). We already have various manual fields adding new one is not a great option
Nov 12, 2018 2:54 AM
I am in the same boat as Gil100. I understand that a Created By field for all records, particularly Contacts, Companies, and Deals should be a field that is automatically created and saved by the Hubspot platform. Surely the system stamps this information somewhere like the CREATE DATE field, so I presume visibility only needs to be made available on the platform for users to select to show in the properties.
I really enjoy using Hubspot and am promoting it quite a lot to others I speak with. However, this is one of the functions the tool appears to be missing, as it is a function most other CRMs provide.
I hope that Hubspot considers opening this functionality to users, for I am sure we are not the only ones affected. Honestly, I am surprised this was the only thread I could find on the matter. I bet there exists another thread including the same request for COMPANIES and DEALs.
Mar 21, 2019 11:13 AM
I agree with the above posts. We need a field to see who added a contact. Mostly because people sometimes do not fill out the contact information correctly. For example a contact was created with only an email address. No other property was filled out for the contact. everyone has received training on the system. People make mistakes. We need to be able to go to the person and show them their misstep.
Please add this feature. It should automatically be populated.
Apr 10, 2019 10:11 AM
This is crucial for us as well, please can you please add to pipeline? It would make sense if the 'source' had the name of the user who created the contact instead of just 'offline sources' as it is currently.
May 6, 2019 12:45 AM
Just moved off SalesForce to Hubspot and
1. HubSpot so much easier for Sales teams congrats!!
2. Amazed we miss this basic capability to get a created by user. How can we manage teams effectively. Sales is no longer one person does all, but we have openers, qualifiers and closers each specialising on a different piece of the sales flow. They want credit for their good work, yet I can't give kudos to those who are leveraging their networks to get our foot in the door!
Please help get us a created by field!!
Oct 22, 2019 7:34 AM
There is no way this field doesn't already exist within Hubspot's backend. This should just be a matter of surfacing it so that we can see and use it. Please look into making this quick fix as it should be standard functionality.
Oct 31, 2019 8:51 AM - edited Oct 31, 2019 9:05 AM
Not sure if this applies to how hubspot sales hub does contact creation (we don't use it) but at least I am able to identify contacts created from salesforce by adding workflows using original source breakdows:
E.g if "Original Source Drilldown 1" contains SALESFORCE, I know it was created through the salesforce integration. You can also filter out contacts created via other integrations this way, as drilldown 1 or 2 in offline sources will usually contain an ID or name of integration. That said, it doesn't tell me who exactly did it
Edit: the above method refers to how i do it in Hubspot marketing
Maybe hubspot sales stamps the contacts original source in some similar way?
Yes, it is possible to find which user in your Hubspot account has created a contact by checking property history of a client.
Infact, you can also check who were all the users which communicated with the contact. (This particular usecase was required by one of my client)
Though you can't get an agreegate report on how many contacts were created by each user but to achieve that with Hubspot you can scrape data from your own Hubspot contacts and build a simple report in Google Sheet.
And, yes if you need help then my company rethinkux.com can help you with implementation of Hubspot and also building new Hubspot integrations if required for your usecases.