Assign new contact from form submission to owner?

SOLVE
butteryak
Member

Is there anyway to assign an owner to a new contact when a form is submitted?  (other than workflows which is not available in free version)

1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @butteryak 

 

My apologies, you are correct - I did wonder this as I wrote it. HubSpot quite rightly doesn't let you expose the contact owner property to website visitors in forms, but this also precludes you adding it as a hidden field. 

 

So, without workflows, there is not going to be a way to automate this. The next best thing, perhaps, is to bulk associate contacts from the contact views. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

12 Replies 12
Phil_Vallender
Most Valuable Member | Diamond Partner

Hi @butteryak 

 

You can add the contact owner as a hidden field and have it set automatically on sumbission. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
butteryak
Member

I've read this is possible, but I don't see "Contact Owner" as being a field available to add to a form.  

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @butteryak 

 

My apologies, you are correct - I did wonder this as I wrote it. HubSpot quite rightly doesn't let you expose the contact owner property to website visitors in forms, but this also precludes you adding it as a hidden field. 

 

So, without workflows, there is not going to be a way to automate this. The next best thing, perhaps, is to bulk associate contacts from the contact views. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

butteryak
Member

yeah, that's what I was thinking.  

 

thanks much anyway++

kpotenza
Participant

Phil, is there any update on this or another way? I need to have a contact be assigned either in a workflow (says they have to be on paid professional) or within the form (doesn't let me pick option for "contact owner").

 

 

0 Upvotes
PamCotton
Community Manager

Hi @kpotenza  a way I can think would be that you should be able to create a custom property that would act as a temporary contact owner property and pass this as a hidden field.

 

After you can export these contacts and import back to the correct contact owner property.

 

I hope this helps.

 

Kindly,

 

Pam

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0 Upvotes
kpotenza
Participant

Hi Pam, 

I would be looking for the contact owner to be placed right away as these are time-sensitive forms. I just wish Contact Owner was an option as a property on a form.

0 Upvotes
PamCotton
Community Manager

Hi @kpotenza 

 

At the moment, there is not an option for this property to be added inside the forms, this is because it is an internal sales property. I understand that you are trying to add this property in the forms, however, the reason the forms were designed to not include this property is so that your contacts do not have visibility of the users within your portal.

 

The other automatic way would be as @Phil_Vallender mentioned, using Workflows to automatically assign contact owner after a contact fill the form.

 

Kindly,

 

Pam

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jtfmx
Participant

Is this on a roadmap to be able to assign ownership in the same manner as being able to send internal alerts on form submissions?  That's not visible to those submitting forms, so it stands to reason it's an acceptable alternative to a hidden field.  A workflow to assign ownership is often slower than my Salesforce sync, which means that my Salesforce rules have a chance to fire and assign the incorrect owner.  This is a flexibility that I'm sure quite a few customers would benefit from instead of having to work around product limitations.

PamCotton
Community Manager

Hello @jtfmx 

 

I was able to find this post in the HubSpot Community Ideas forum. Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here

 

Kindly,

Pam

 

 

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CSBgwall
Participant

Here's a solution I found if you really want to assign a contact owner (one that is visible to the public or whomever is using the form). First create a form field, lets call it "Customer Service Contact" with the names you would like to have as options (Flora, Miles, Danni). Then in a workflow you can assign a contact owner. If form field "Customer Service Contacts" is "Flora" assign contact owner to "Flora@bly.com". 

0 Upvotes
Brennon
Contributor

We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and provide the ability to only show a certain team in the list.