Sync lead ownership and activities

Last updated: February 26, 2025

Available with any of the following subscriptions, except where noted:

Sales Hub Professional , Enterprise

The lead owner property assigns user as owners of the lead. By default, the properties are independent of the Contact or Company owner of the records they are associated with, so the user who owns a contact or company may not own the associated lead. To maintain consistent ownership between associated leads and contacts, you can turn on the sync ownership setting.

Activities from the associated contact or company don't sync to the lead by default. To maintain consistent ownership of activities, you can turn on the sync for lead activities.

To sync lead ownership:

In your HubSpot account, click the settings settings icon in the top navigation bar.
In the left sidebar menu, navigate to Objects > Leads.
You can automatically set the lead owner to the same owner as the contact or company. To do this, click to toggle the Sync lead owner with contact and company owner switch on. To also update your existing open leads, click Yes in the dialogue box.

sync-lead-owner-toggle

Please note: if a lead owner changes after a lead is set to Closed, it won't be updated automatically.

To sync lead activities:

Users with Super Admin permissions can automatically sync lead owner activities from the associated contact or company to the lead. To do this, click to toggle the Sync lead activities with lead owner switch on. When this switch is turned off, all activities from the associated contact and company will sync to the lead.

lead-ownership

To turn off either setting click to toggle the switch off.

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Sync lead ownership and activities

Available with any of the following subscriptions, except where noted:

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