Overview
Wondering which Apollo record owner is assigned to a contact or account in Salesforce or HubSpot?
When you create a contact or account in Apollo, you are the owner of that record. When Apollo syncs records to Salesforce or HubSpot, it uses the credentials that are available: the integration uses your authenticated credentials if you have them, but if you don't, it uses your team's sync credentials or the authenticated user with the highest level of permission.
To push a record to your CRM and assign ownership:
- Single record: Use the Salesforce or HubSpot manual push action on the individual contact or account, and you are assigned as the owner.
- Bulk records: Go to Settings > Integrations > select your CRM > Contacts or Accounts > Push settings. Ownership in the CRM is determined by whether the you have linked your personal CRM credentials. Check out the following sections to learn more about how ownership is assigned.
Check out the following sections to learn about record ownership with CRM integrations.
Personal Login
When you connect personal CRM credentials to Apollo, Apollo uses your individual account to sync contact and account ownership, and the activity logs for emails, tasks, and calls.
There are specific cases when Apollo assigns a different record creator when you sync to Salesforce. Depending on how the contacts are created in Apollo, Apollo determines which user account is updated as created by in Salesforce.
| Personal account | Team sync credentials |
|---|---|
| Contacts or accounts manually created in Apollo | Contacts created with the Apollo Chrome extension in LinkedIn |
| Contacts or accounts created from a CSV upload | Contacts or accounts created from Apollo prospecting |
| Contacts created with the Apollo Chrome Extension in Gmail | Contacts created with Apollo job change enrichment |
Team Sync Credentials
When you link Salesforce or HubSpot to Apollo using a specific user for the team sync integration, but you haven't authenticated your own credentials on your user profile, any contacts that you create are assigned with you as the owner on Apollo. However, when you sync that data to Salesforce or HubSpot, the record creator assigned is the user connected on the team sync configuration or the Salesforce / HubSpot account user with the highest permission set.
Next Steps
Here are a few helpful resources you can use to go deeper on Salesforce ownership, sync behavior, and overall integration setup.
| Integrate Salesforce With Apollo | If you haven't already, connect Salesforce with Apollo to keep your team's records aligned and ensure ownership syncing behaves exactly as expected across both systems. |
|---|---|
| Connect Team Sync Credentials | Your admin can set up team sync authentication to make sure Apollo pushes data using the right Salesforce user every time. |
| Configure Salesforce Push Settings | You can adjust how and when Apollo updates Salesforce by configuring push settings to keep ownership and activity logs flowing cleanly. |
| Access the Salesforce Error Log | If ownership or sync issues pop up, you can check the Salesforce error log to pinpoint what went wrong and fix it fast. |