Can I make contact owner as the one who created the contact?

[HJ00]

I want to make the person who created contact to be that contact's contact owner, especially for contacts which were created by mobile iOS or Android.

I tried to set this in workflow but there only appears to set contact owner as a specific user.

Would there be any idea or suggestion?

[karstenkoehler · Accepted solution]

Hi @HJ00,

When manually creating a contact in the iOS app, I just double checked, HubSpot defaults the contact owner to the person who is creating the contact - there shouldn't be a need for an automation, unless someone actively removes that pre-filled contact owner field.

If you're still seeing gaps, you would have to create a workflow that enrolls records when "Created by user ID is known AND Contact owner is unknown", then set up a branch that checks for each user ID, then followed by the "Set property value" action to manually set the contact owner. That, as far as I know, is currently the only way to automated this.

Theoretically, however, this shouldn't occur at all since HubSpot defaults the owner to the person who creates the record.

Best regards!

[HJ00]

Hello, @karstenkoehler 

Thank you for your comment.

Would it work same for Android app too?

Best regards.

[karstenkoehler]

@HJ00 I don't have an Android at hand but I'd be very surprised if the behavior was different 🙂

[HJ00]

@karstenkoehler 

I really appriciate your help.

Have a nice day!