The lead owner property assigns users as owners of leads. By default, this property is independent of the Contact or Company owner properties of associated records. This means the user who owns a contact or company may not own the associated lead. Also, activities from the associated contact or company don't sync to the lead by default. Manage sync settings for lead ownership and activities. This can help maintain consistent data between associated leads, contacts, and companies.
To sync lead ownership or activities:
- In your HubSpot account, click the settings icon in the top navigation bar.
- In the left sidebar menu, in the Data Management section, click Objects.
- On the Objects page, click the Select an object dropdown menu and select Leads.
- Toggle the Sync lead owner with contact and company owner switch on. To also update your existing open leads, click Yes in the dialog box.
Please note: when this setting is on:
- Creating a lead from the sales workspace or lead index page requires you to associate a contact or company you own.
- Lead owner changes after a lead is set to Closed, it won't be updated automatically.
- Toggle the Sync lead activities with lead owner switch on. If an activity is only associated with a company, the activity will not sync to the lead. Learn more about manually editing activity associations.
- To turn off either setting, click to toggle the switch off.
Prospecting
CRM
records
Object Settings
Sales Hub
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