Quick tipHidden trickSmart CRM

Make contacts inherit the company owner

One checkbox in contact settings.

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Super Admin or settings access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: contact and company owners are independent by default. In Objects, Contacts, Automation, select Assign company owner to contact by default.

1. In HubSpot

The relevant screen in my demo portal.

Contacts setup page Automation section with both ownership checkboxes ticked
Assign Company owner to Contact (1) and Assign unowned contacts to email sender (2).

2. Worth knowing

Check what it does to existing contacts in the KB before switching it on.

3. Related

Owner changed automatically.

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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