Hi HubSpot Community,

We’re working on a project to standardize and automate the Primary Contact label for companies in HubSpot. Currently, the Primary Contact is manually assigned, and we want to confirm whether maintaining a one-to-one Primary Contact per company is considered best practice.

We also want to identify the best criteria to auto-assign the Primary Contact (Using workflow with support of custom code) using sales engagement data. Based on our initial review, we’re considering the following fields:

• Number of sales activities
• Number of times contacted
• Recent sales email replied date
• Last activity date
• Recent sales email open date

We’d love to hear how other teams define or automate their Primary Contact logic.

– Is one Primary Contact per company the right approach?

– Which combination of metrics has worked best for you?

Thanks in advance for your insights!