Warmly offers three distinct workflows for writing data to your CRM. Each workflow serves a different use case, is configured in a different area of the platform, and has its own independent functionality. You can read more about these workflows in this article here.

1. Website Visitor

Net new Contacts and Companies created via the Sync Website Visitors flow are created with no owner unless a representative or fallback owner has been configured in your Inbound Agent settings.

Unlike Salesforce, HubSpot does not automatically assign records to the user who connected the integration - if no owner is configured in Warmly, the owner field will be empty on the created record.

2. Inbound Agent

Contacts or Companies created through the Inbound Agent are assigned either to the representative assigned through the chat workflow, or to the fallback owner if no representative was assigned.

Ownership assignment only applies to newly created records and to existing Contacts that do not already have an owner. Ownership of existing records that already have an owner is never modified.

3. Outbound Agent

Contacts or Companies created through the Outbound Agent can be assigned in two ways:

• Assign all created records to a specific HubSpot user, or

• Use a lead routing rule, which dynamically assigns the owner based on your configured routing logic