Hoping for some brains much larger than mine to weigh in 😉
A) We are currently using the sync integration to make sure we're capturing contacts from our employee's iphones in our CRM - however, we have two phones (the company owners) that have a TON of personal contacts on them (and will continue to have new personal contacts on them) - is there some sort of identifier that I can have them put in the contact that will tell HubSpot NOT to sync that particular contact?
B) is there a way to assign the contact owner in the CRM based on the phone it was synced from? We're not having an issue with multiple phones synced - but they all come in with no owner.
If you have an identifier in your source platform (e.g., email domain or any unique field to mark personal contacts), you can use DataSync to set up filters.
DataSync allows you to exclude contacts that match specific criteria from syncing into HubSpot. For example, if personal contacts have a gmail.com domain or another identifier, you can filter them out using this feature.
For your second question:
If contacts are syncing into HubSpot without an owner, and if your platform can pass through some identifier (e.g., indicating which phone the contact came from), you can use that information to assign contact ownership automatically in HubSpot.
If no identifier is available, you can use HubSpot’s contact rotation feature. This would assign contacts on a round-robin basis, making sure each contact is assigned evenly across your team.
If you have an identifier in your source platform (e.g., email domain or any unique field to mark personal contacts), you can use DataSync to set up filters.
DataSync allows you to exclude contacts that match specific criteria from syncing into HubSpot. For example, if personal contacts have a gmail.com domain or another identifier, you can filter them out using this feature.
For your second question:
If contacts are syncing into HubSpot without an owner, and if your platform can pass through some identifier (e.g., indicating which phone the contact came from), you can use that information to assign contact ownership automatically in HubSpot.
If no identifier is available, you can use HubSpot’s contact rotation feature. This would assign contacts on a round-robin basis, making sure each contact is assigned evenly across your team.
