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Owner Match

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Owner Match-icon
App

Owner Match

Automatically match every HubSpot record with the right owner.
Built by
Vantiro
Installs
<10 installs
Sign in to installRequires Owner Match subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Owner Match Subscription
Starter, Pro, or Business plans

Overview

Owner Match helps HubSpot teams automatically assign the right owner to CRM records based on the values of their properties.

Create and manage mapping configurations that connect specific property values to HubSpot owners, then use those mappings to make ownership assignment consistent, scalable, and easier to maintain.

Instead of relying on complex workflows or manually updating assignment rules, Owner Match gives your team a simple way to manage owner-routing logic in one place. Configurations can also be imported and exported via CSV, making it easy to update large sets of mappings or manage them outside HubSpot when needed.

Owner Match is ideal for teams that assign records based on criteria such as territories, countries, regions, business units, product lines, or other CRM properties.

With Owner Match, you can:

  • Automatically match property values with the appropriate HubSpot owner

  • Centralize and simplify owner-assignment rules

  • Manage large mapping configurations efficiently

  • Import and export mappings using CSV files

  • Reduce manual assignment work and routing errors

  • Keep ownership logic easier to review and maintain as your organization grows

Spend less time maintaining assignment logic and make sure every record reaches the right owner.

Features

Select from an easy dropdown menu the Object and the property used as key

Property-based owner assignment

Automatically assign HubSpot records to the right owner based on the value of a CRM property. Create a mapping between property values and HubSpot owners, then use Owner Match in your workflows to apply the correct owner automatically. This helps teams manage routing rules without building and maintaining complex branching logic.

Use Owner Match action in infinite workflow without limits

Reusable assignment configurations

Create and manage centralized owner assignment configurations for your CRM objects. Choose the HubSpot object and property you want to use for routing, define which property values correspond to each owner, and reuse the configuration in your automation. Update your mappings in one place as your assignment rules evolve.

Easy CSV import instructions

Bulk mapping management with CSV

Import and export owner mappings using CSV files to manage large configurations efficiently. Add or update many property-value-to-owner mappings at once instead of entering them individually. Owner Match validates imported mappings and helps identify invalid rows, making large assignment configurations easier to maintain.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

Contact assignment data

Contacts

Contacts

Company assignment data

Companies

Companies

Deal assignment data

Deals

Deals

Ticket assignment data

Tickets

Tickets

Custom object assignment data

Custom Objects

Custom Objects

Owner information

Owners

Owners

User information

Users

Users

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This app requires one of the following Owner Match subscription plans.

Starter

14 day free trial

$39

/month

Perfect for small/medium portals with moderate amount of assignments

  • Email support

  • 4 standard objects

  • 2000 assignments per day

  • 10 mappings

Starter

14 day free trial

$39

/month

Perfect for small/medium portals with moderate amount of assignments

  • Email support

  • 4 standard objects

  • 2000 assignments per day

  • 10 mappings

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/12/2026

More info

Built by
Vantiro
Installs
<10 installs
Categories
Languages this app is available in
English

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