Introduction

In HubSpot, changing the contact owner ensures that the right team member manages the communication and follow-ups with leads or customers. Assigning or reassigning contact ownership is crucial for accountability and maintaining the sales pipeline's efficiency. We’ve provided a step-by-step interactive guide on how to change the contact owner in HubSpot and how Superjoin can enhance this process by enabling bulk updates and automatic data sync with Google Sheets.

Why Changing Contact Owners Is Important

• Accountability: Ensures that the correct team member is responsible for managing and nurturing the contact.

• Improved Follow-Ups: Helps streamline communication with the right owner, reducing the chances of missed opportunities.

• Efficient Sales Management: Keeps the pipeline organized and makes it easier to track who’s responsible for each contact.

• Team Collaboration: Facilitates better teamwork by assigning the right owner based on region, deal type, or expertise.

How to Change Contact Owner in HubSpot

Using HubSpot's Built-In Tool

Note: Changing contact owners is available on all HubSpot plans.

Steps:

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

2. Select the Contact Record: Choose the contact whose owner you wish to change by clicking on the contact record.

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

4. Change the Contact Owner: Click the dropdown arrow next to the current contact owner and select the new owner from the list.

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

Using Superjoin for Bulk Contact Owner Changes

Superjoin enables you to manage HubSpot contact owners more efficiently by syncing your data with Google Sheets. This is particularly helpful for businesses managing large datasets or those that need to change contact ownership in bulk.

Steps:

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

2. Launch Superjoin: Go to Extensions > Superjoin > Launch to open the Superjoin panel.

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 the properties you want to include (e.g., Contact owner), and click Import to sync the data.

5. Update Contact Owners in Bulk: In Google Sheets, you can filter, sort, and bulk-edit the Contact owner field to assign new owners to multiple contacts at once.

6. Sync Changes Back to HubSpot: With Superjoin’s 2-way sync feature, you can push the updated contact ownership information back to HubSpot.

Advantages of Using Superjoin

• Bulk Owner Changes: Superjoin makes it easy to update the contact owner for multiple records in one go, saving time on manual updates.

• Automatic Data Syncs: Superjoin offers automatic data refreshes on a weekly, daily, or hourly basis, ensuring your contact ownership data is always up to date.

• 2-Way Sync Feature: Superjoin allows you to make changes in Google Sheets and sync them back to HubSpot, ensuring the data stays accurate across platforms.

Superjoin enhances the contact ownership management process by offering bulk updates, flexible data management in Google Sheets, and automatic syncs with HubSpot.

Best Practices for Contact Ownership Management

• Assign Owners Based on Expertise: Assign contacts to owners who are most suited to handle specific accounts or industries.

• Regularly Update Ownership: Ensure contact ownership is reviewed and updated regularly to reflect any changes in team structure or responsibilities.

• Bulk Manage Owners: For large teams or high-volume contacts, use tools like Superjoin to efficiently manage ownership in bulk.

• Track Owner Performance: Use ownership data to track the performance of team members responsible for managing contacts and deals.

  
  

Summary

Changing contact owners in HubSpot helps maintain accountability, improves follow-ups, and ensures that the correct team member is handling the relationship. HubSpot’s built-in tool allows for simple contact ownership changes, while Superjoin offers more advanced capabilities such as bulk updates, automatic refreshes, and 2-way sync with Google Sheets. This makes Superjoin an ideal solution for managing contact owners in larger teams or high-volume environments. Try Superjoin today!