Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally Smith has a connected email and sends John Doe an email. As a result of this email, Sally Smith automatically becomes the Contact Owner of John Doe. This is not preferred. When I test changing other properties (i.e. change the Job Title or other custom fields) this automatic assignment does not occur. Only when emails are sent through a connected inbox.
I would like an optional setting to turn this off. There are many instances in which I do not want an automatic assignment of contact owners (when the contact is unassigned).
Hi everyone! This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback. “Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap. For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here. I will be back with an update when we are working on this functionality!
We have people from our operations team being assigned as Contact Owner due to this auto-assign based on a 1-1 email.
I can see this thread is quite a few years old, and several people are encountering this issue. I can also see that it is being reviewed now by HubSpot, so I am really hoping you are giving us a toggle off for this feature - it's the easiest way.
You will never get a toggle off feature. I upgraded to professional to workaround this with a workflow but still being challenged and haven't gotten there as of yet.
+1 Please fix this issue. Any function that automatically changes/modifies customer data should have a toggle; it should not be mandatory. This was a terrible development choice.
I have been going back and forth with Hubspot... I upgraded to professional.. thinking they can set up some workflows... only assign owner when deal is created.. it ended up unassigning everything... I had to export and import all contacts. Was a big mess. Hubspot support told me to post in the ideas community. I told them there is a thread that is almost a decade old. I am working on getting a new CRM. I have tried Zoho. It is simpler and costs less.
Trying to update Meeting Types for my team (which is manual), and not being able to simply go through each rep's meeting links without it defaulting back to my own is painful
Hi everyone! This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback. “Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap. For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here. I will be back with an update when we are working on this functionality!
