HubSpot: How to ensure calls are assigned to the right company

When calls are not assigned to the correct company within Hubspot, this is likely happening since most of the contacts we send over will have an "" email address unless they come from a form submission including a different email address.

This can easily be fixed by adding "" to the list of excluded domains for this feature within Hubspot.

Here are instructions on how to enable this:

  • In your HubSpot account, click the settings icon in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Companies.
  • Under the Create and associate contacts and companies checkbox, click Exclude a domain out of automatic association.
  • In the dialog box, in the Opted out domains field, type the domain(s) to exclude them from automatic association, then click Save.
  • To remove an existing opted out domain, click the X to the right of the domain, then click Save.

Please note: if you remove a domain from the Opted out domains list and want it to be automatically associated moving forward, you will need to turn off automatic association and turn it back on by clearing and reselecting the Create and associate companies with contacts checkbox.




Please sign in to leave a comment.

Didn't find what you were looking for?

New post