Last updated: August 4, 2022
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HubSpot uses the [Object] owner properties to set the ownership of a contact, company, deal, ticket, or custom object record. You can also assign additional owners using a custom HubSpot user field type property. Any users with access to an object can be designated as owners.
You can bulk assign records to an owner:
You can also assign a single record to an owner:
To assign an owner to an object during the import, in your import file include a header with the text [Object] owner and add the name or email address of the user to each row in that column.
During the import, HubSpot will match this header to the [Object] owner property. If you're using one of your object's deduplication properties or object ID, HubSpot will check for existing records in your database and update those records. If there is no matching existing record, HubSpot will create a new record. Learn more about setting up your import file, importing your records, and how HubSpot deduplicates records.
Please note: users who are assigned a record through import will not receive a notification that they were assigned a new object.
If an unowned contact books a meeting on a user's scheduling page, that user will automatically be assigned as the contact owner. If a contact already has an owner and they book a meeting with a different user, the existing owner will not be replaced.
If you have access to the workflows tool, you can automatically assign ownership to enrolled records using the Set [object] property value action. Select your owner property, then select the user that you want to assign the enrolled objects to.
To automatically assign ownership to your other owners, you can clone your workflow, change the enrollment triggers based on the assignment rules for each owner, and update the selected owner in the Set [object] property value action. You can also use branching logic to assign different owners to your objects based on different criteria.
Paid users in Sales or Service Hub Professional and Enterprise accounts can also rotate assignment between multiple users using workflows. Using this method, the workflow will evenly distribute assignment to the specified owners through the Rotate record to owner action. Only records without existing owners will be assigned. If a record has an owner, you'll need to clear the value first, which can be accomplished in bulk with the Clear property value action.
Distribution of ownership for each rotate action is based on the assignment count for that particular action, not based on how many objects each user owns overall in your account. If you have multiple rotate actions in your workflow, each action will have a separate count. For example, if a Rotate [owner] action is set up for three owners:
Learn more about the Rotate record to owner workflow action.
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