Set contact owner with hidden field on form?SOLVE
Apr 14, 2017 5:52 PM
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in salesforce as a lead and since there is NO owner, I'm being assigned as the owner. This is syncing back to hubspot. The workflow eventually runs and sets the right owner. However, due to some restrictions we have in salesforce, hubspot is not able to update the owner in salesforce at that point.
My work around was going to be to set a hidden field value on the form and set that contact owner that way. It seems like that field isn't available on the form unless I'm just missing it. Any ideas on how we can set the owner immediately after someone fills out a form? Thanks in advance.
Solved! Go to Solution.
Apr 15, 2017 10:36 AM
You are right, the HubSpot Owner field is a locked HubSpot property and the option to use it in forms is permanently turned off - you can check this in the contact settings.
What you can do instead is use the Salesforce inclusion list feature of the integration.
You can create a smart list for which one of the criteria can be 'HubSpot Owner is known'. This way, contacts will only join the list after your owner assignment workflow has run and contacts will only sync to Salesforce when the owner has been set.
Hope that helps.