Our sales reps qualify the lead and when converting the lead, change the record owner to themselves. Within a few minutes (HubSpot/Salesforce sync is every couple of minutes), the record owner changes BACK to our marketing director as that's what it still says in HubSpot. My understanding is that Salesforce data is supposed to "trump" HubSpot data so this shouldn't be happening.
However, if the record owner is changed on the Lead record BEFORE converting, the changes seem to stick and the sync then changes the record owner in HubSpot to the sales rep.
Any ideas why this happens? I'm sending an inquiry into HubSpot, too, but thought I'd post something here, too.
4 answers
Hi Michelle, Hi Lori, Thanks for responding, Ed. I am communicating with our HubSpot rep about this and will post a response once we figure out what's going on. I'm all about sharing knowledge, especially if it helps prevent headaches down the road for someone else!