Question

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

  • 9 August 2023
  • 3 replies
  • 72 views

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? 


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3 replies

Userlevel 7
Badge +14

Hi @CaitlinJohnsonPayroc 

Good question.

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

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 

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.