About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I prevent Zapier from reassigning HubSpot leads with owners?

  • 19 January 2024
  • 3 replies
  • 12 views
S

I use zapier to connect calendly with hubpot!

so when a new lead book a sales call on calendly, it is assigned to a seller on hubspot via zapier

But when a leads that is already assigned to a sales (a leads that already has a owner) book another call, that lead is re-assigned to another owner...

how can i fix this problem?

I would like to insert the filter on zapier "if the owner is already present, do not re-assign him"

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 @Sampozz99 

Filter: https://zapier.com/apps/filter/help

In your Zap step logic, you would need to first do this action: HubSpot - Find Contact

Then you can filter based on your condition.

Followed by your desired action.

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

Thanks sir!
Can you better explain the tipe of filter i have to use in this case?

Thank you soooo much

 

Troy Tessalone
Userlevel 7
Badge +14

@Sampozz99

You can use Paths which have Filter conditions.

One Path would be if there is already an owner and one path would be if there is no owner.

Paths require a Zapier Pro+ plan.

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