Assigning Contact Owners When Multiple Users are Syncing Outlook Contacts

[JWGardner]

Hello,

I have multiple Outlook users who I'd like to all set up with a two-way contact sync using Outlook Contacts. The issue arises when I enable the sync and the contact are all imported with no owner.

If it was a single user I would just use the Drill Down 2 property value to auto assign an owner, but to my knowledge that value would be the same regardless of which user synced a particular contact. This makes that solution not useful in this scenario as I could only assign all Outlook contacts synced this way to one user, rather than the user that synced it.

I am wondering if there is any way to differentiate which particular user(s) a contact was synced by so that I can set up workflows to assign ownership? I find it amazing that HubSpot doesn't have the capability to do this easily by default.

[BérangèreL · Accepted solution]

Hi @JWGardner and welcome, we are delighted to have you here! 🎉

Thank you for asking the HubSpot Community!

It seems from this article "Connect HubSpot and Outlook Contacts" that you can choose the Outlook Contacts Folder you'd like to sync, in the configuration of the sync settings. I understand that's not exactly what you are looking for. Please let me know if I didn't undertstand.

In that case, for new feature suggestions, I'd recommend first to search and check if this idea is already present on our Ideas Forum here. If you find a similar idea, give it an upvote and share your unique use case in the comments.

If the idea doesn't exist already, please consider posting and creating a new Idea on our Ideas Forum here.

I'd be happy to put you in touch with some of our Top Experts and Community Members: Hi @NMadison, @SNigam, @CWong101, @Albus_Bui, @06845, @CDelloye, @karstenkoehler do you maybe have workarounds to help @JWGardner, please?

Have a wonderful weekend and thanks so much!

Best,
Bérangère