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Sync ownership between contacts and companies

Last updated: January 29, 2024

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The Contact owner and Company owner properties assign users as owners of contact and company records. By default, the properties are independent of each other, so the user who owns a company record may not own the associated contacts. To maintain consistent ownership between associated companies and contacts, you can turn on the sync ownership setting.

To sync ownership between contacts and companies:

  • In your HubSpot account, click the settings settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Contacts.

  • In the Automation section, select the checkbox to Assign company owner to contact by default.

assign-owner-to-contact-by-default


With this setting enabled:

  • For a contact's primary company association, the Company owner property will update the Contact owner property.
  • The Contact owner property will not overwrite the associated primary company's Company owner property, unless the Company owner property is blank.
  • You can manually assign a new contact owner. In this case, the Contact owner property will not revert back to the value in the associated Company owner property.
  • The setting does not update the owner or records retroactively and it does not affect any custom HubSpot user field type properties.
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