Rep assignment logic

How Aardvark determines which sales rep owns a contact using HubSpot's contact owner field.

1 min readUpdated 2022-12-03easy

This applies to HubSpot-connected accounts.

Aardvark uses the attendee's email address to look up the contact in HubSpot, then reads the Contact owner field to determine which rep is assigned. Make sure your contacts have an owner set in HubSpot so Aardvark can correctly attribute meetings to the right rep.

Blank Project (16)

Was this article helpful?

Can't find what you need? Contact support