Quick tipGotchaSales Hub

Sync lead owner and activities

Closed leads don't update.

Subscription
Sales Hub
Permissions
Super Admin or Edit property settings
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: Sync lead activities with lead owner logs emails, meetings, calls, SMS and WhatsApp to an open lead. Sync lead owner with contact and company owner can update existing open leads. Closed leads don't sync.

1. In HubSpot

The relevant screen in my demo portal.

Leads index with All leads, Open leads, Target Accounts, Recent Activity and Not In Sequence views and Lead stage filters
Lead views (1) and lead filters (2).

2. Worth knowing

Check the lead status when a sync doesn't happen.

3. Related

Leads object and mobile leads.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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