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Question

How do I assign a lead owner in Salesforce when zapping from Hubspot?

  • 9 August 2023
  • 3 replies
  • 67 views
CaitlinJohnsonPayroc

Hello Zap community! I recently created a zapier account in hopes to reduce sync errors between Hubspot and Salesforce. Here is what our ideal process looks like:

A lead submits a Hubspot form

That hubspot form has the salesforce partner account and salesforce owner user id as hidden fields.

Those fields feed into salesforce to create a new lead with the proper Partner company associated and proper lead owner. 

 

I have finally been able to sync the partner company appropriately. But the lead owner in salesforce continues to be assigned to system account. Thoughts? Feedback? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @CaitlinJohnsonPayroc 

Good question.

We would need to see screenshots with how your Zap steps are configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
CaitlinJohnsonPayroc

Hey @Troy Tessalone ! Here is a quick walk through link. https://app.tango.us/app/workflow/Navigating-and-Interacting-with-Salesforce-Forms-and-Fields-fb235142e77e4a62bd34be627fe46925 

Troy Tessalone
Userlevel 7
Badge +14

@CaitlinJohnsonPayroc 

There may be some configuration or rule set in Salesforce that is overwriting the Zap.

Check the history log for the Salesforce record to help you troubleshoot.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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