I’m having trouble with my HubSpot and Salesforce integration setup. The sync between the platforms works fine, but I’m stuck on one major issue that’s driving me crazy.
Every time someone fills out a form on our website, the lead automatically gets assigned to our parent organization instead of the specific team member I want. I created a workflow that should route these leads to the right person at our company, but something keeps overriding my settings.
I’ve tried adjusting the assignment rules multiple times but the system keeps defaulting back to the main account owner. Has anyone dealt with this before? I really need to get this sorted out so I can focus on actual marketing campaigns instead of technical problems.
Any suggestions would be amazing because I’m running out of ideas here!
It seems that you’re facing a common issue with Salesforce and HubSpot integration. I encountered a similar situation where leads were consistently assigned to the default owner instead of the designated team member. To resolve this, I recommend reviewing your Salesforce lead assignment rules to ensure there are no pesky outdated rules that may be overriding your HubSpot configurations. Additionally, it’s crucial to verify your field mappings, particularly for the lead owner field. Incorrect mappings can definitely lead to assignment problems. Lastly, check user permissions in both systems to confirm that everyone involved has the necessary access to receive leads.
This exact thing happened to me - our Salesforce web-to-lead settings were fighting with the HubSpot sync. Your HubSpot workflow assigns the right owner, but if Salesforce has web-to-lead assignment rules running in the background, they’ll override whatever HubSpot sends during sync. Go check your Salesforce setup menu under Lead Assignment Rules and make sure the default rule isn’t active. Also check that your integration user has permission to assign leads to other users - sometimes the sync fails silently and just defaults to the integration user’s manager or account owner when permissions are messed up.
Sounds like a sync priority conflict. When HubSpot workflows get overridden like this, it’s usually because Salesforce processes the lead assignment after HubSpot sends it over. Timing’s everything here. I had to completely disable Salesforce’s default lead assignment rules and let HubSpot handle all routing instead. Also check if there’s a lead conversion process or territory management in Salesforce that’s interfering. Make sure your HubSpot workflow actually fires before the sync happens - sometimes the order gets mixed up and Salesforce processes the lead first with its own rules.
This is almost always a field-level security issue. Your integration user doesn’t have permission to update the owner field properly. I banged my head against this for weeks before realizing our Salesforce admin had locked down owner assignment permissions for our HubSpot sync user. When the integration can’t assign to the specific owner, Salesforce just defaults to the integration user or account default. Go check your integration user’s profile - it needs full permissions to modify lead ownership across all users and territories.
check your hubspot property settings for lead owner - there’s probably a default value that keeps overwriting everything. had this exact issue last month and it drove me crazy. the owner property had “use account default” turned on, which kept forcing it back to the main account. turn that off and your workflow should work fine.
Dealing with the assignment nightmare is tough. You’ve got two systems fighting over who’s in charge.
I ditched the native integration and built a custom solution. HubSpot-Salesforce sync is rigid and can’t handle complex routing.
What I did was use automation to grab form submissions from HubSpot, run them through custom assignment logic like territory or lead source, then push to Salesforce with the owner already set. No more conflicts.
You can add conditional routing, round robin, and even check if team members are available before assigning. It’s way better than wrestling with two platforms.
This approach solves the sync timing issues and gives you full control over lead assignment. Plus, you can tweak rules easily without messing with either platform’s settings.
Latenode works great for this - it handles both connections perfectly, and the visual builder makes complex routing simple.