Introduction

Assigning contacts in HubSpot ensures that your team members are accountable for specific leads and customers. It improves follow-ups, nurtures relationships, and keeps your CRM organized. We’ve provided a step-by-step interactive guide on how to assign contacts in HubSpot, and show how Superjoin can simplify bulk assignments and help manage contact ownership efficiently by syncing your data with Google Sheets.

Why Assigning Contacts in HubSpot Is Important

• Accountability: Assigning contacts ensures that each lead is followed up by the responsible team member.

• Improved Follow-Ups: Properly assigned contacts help ensure timely and relevant communication with leads.

• Efficient Workflow: Keeps your team organized by making sure every contact has an assigned owner.

• Team Collaboration: Allows for better collaboration by ensuring contacts are assigned based on team structure and expertise.

How to Assign Contacts in HubSpot

Using HubSpot's Built-In Tool

Note: Assigning contacts is available on all HubSpot plans.

Steps:

1. Navigate to CRM > Contacts: In the left-hand pane, navigate to CRM and select Contacts.

2. Select the Contact Record: Choose the specific contact record you want to assign to a new owner.

3. Locate the Contact Owner Field: Find the Contact Owner property in the contact’s details.

4. Change the Contact Owner: Click the dropdown menu next to the current owner and select a new owner (individual user) from the list.

5. Save Changes: Once the new owner is selected, click Save to confirm the assignment.

Using Superjoin for Bulk Contact Assignment

Superjoin enables more efficient management of contact ownership by syncing your HubSpot data with Google Sheets. This is particularly helpful for businesses managing large datasets or needing to assign contacts in bulk.

Steps:

1. Install Superjoin: In Google Sheets, go to Extensions > Add-ons > Get add-ons and search for Superjoin to install it.

2. Launch Superjoin: Open Superjoin by going to Extensions > Superjoin > Launch.

3. Connect HubSpot: In the Superjoin panel, click Sources, select HubSpot, and authorize the connection.

4. Import Contact Data into Google Sheets: Select Contacts, choose relevant properties (including the Contact Owner), and click Import to sync your data into Google Sheets.

5. Assign Owners in Bulk: In Google Sheets, use the filtering and sorting options to manage and update the Contact Owner for multiple contacts at once.

6. Sync Back to HubSpot: Once you've made your changes, use Superjoin’s 2-way sync feature to push the updated ownership data back to HubSpot.

Advantages of Using Superjoin

• Bulk Contact Assignment: Superjoin allows you to assign owners to multiple contacts at once, saving time on manual updates.

• Automatic Data Syncs: Keep your contact ownership data updated with weekly, daily, or hourly syncs to ensure accurate assignments.

• 2-Way Sync Feature: Superjoin’s 2-way sync allows you to manage and update contact ownership in Google Sheets and automatically sync changes back to HubSpot.

Superjoin enhances contact assignment by enabling bulk updates, advanced management, and seamless synchronization with HubSpot for ongoing accuracy.

Best Practices for Contact Assignment

• Assign Based on Expertise: Assign contacts to team members based on their expertise or geographic location to improve communication and conversion rates.

• Regularly Review Ownership: Periodically review contact ownership to ensure proper alignment with current team structure and responsibilities.

• Use Bulk Tools: For large contact lists, use tools like Superjoin to streamline bulk assignments and avoid manual errors.

• Monitor Owner Performance: Keep track of owner performance by monitoring contact follow-ups and engagement metrics, ensuring high accountability.

Summary

Assigning contacts in HubSpot helps maintain accountability and ensures that the right team member is managing leads and customers effectively. HubSpot’s built-in tools provide a simple way to assign contacts, while Superjoin offers more advanced capabilities, including bulk assignments, automatic syncs, and data management in Google Sheets. Superjoin is ideal for larger teams or companies handling high volumes of contacts who need more control and automation in their CRM processes. Try Superjoin today!