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RalphM87
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Member since ‎Sep 24, 2024
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Ralph Menezes

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RalphM87 on June 18, 2025
Checking Account Ownership instead of Contact Ownership when scheduling from forms
I want to be able to schedule inbound leads to assigned account owners instead of contact owners, simply because different people from that account may inbound. Are there plans to add an account ownership checking option on the product roadmap? This read more
Reply Idea RevOps SalesOps
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RalphM87 on June 18, 2025
Cannot use form field for checking contact ownership
I am using a form that opens a meeting scheduler upon submission. I want to check ownership to open the right calendar but do not want the added email input step. Is there a way Hubspot can use the entry on the original form without asking it again? read more
Reply Discussion MarketingOps RevOps
0 upvote
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RalphM87
Contributor
June 11, 2025
Reply to Tracking Apollo lists in Hubspot after push
Sorry, missed your reply when you posted it. Clearbit is supposed to be better but with a smaller database and stronger in some segments/sectors than...read more
RalphM87
Contributor
June 04, 2025
Reply to Contact ownership not updating after meeting activity
Hi @danmoyle thanks for your response. I have already built that workflow but I was trying to find a fix where it could directly do that upon the m...read more
Solved
RalphM87 on June 03, 2025
Contact ownership not updating after meeting activity
I am using the round robin scheduler to book demos but I find that the contact ownership is not updating after the meetings are scheduled. It is still defaulting to 'Unassigned-Ops team' user. Please note: I have kept the 'Prioritize contact owner' read more
Reply Discussion SalesOps
1 upvote
4 Replies
Solved
RalphM87 on May 13, 2025
Unable to round robin people besides their primary team
I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round robin distribution. Is there read more
Reply Discussion RevOps
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