---
title: "How To Assign Meetings To The CRM Contact Owner"
description: "Override standard meeting distribution rules to have visitors schedule directly with their assigned contact owners from your integrated Salesforce or HubSpot account."
url: "https://help.oncehub.com/account-integrations/crm/how-to-assign-meetings-to-the-crm-contact-owner"
---

You can override standard meeting distribution rules to have visitors schedule directly with their assigned contact owners. OnceHub prioritizes owners from your integrated [**Salesforce**](https://help.oncehub.com/account-integrations/crm/integrating-oncehub-with-salesforce) or [**HubSpot**](https://help.oncehub.com/account-integrations/crm/integrating-oncehub-with-hubspot) account, using the OnceHub contact owner as a fallback if no CRM is connected.

This is done by enabling the **Schedule with CRM Contact Owner** toggle located within the **Booking Calendar** action of your [**Routing Forms**](https://help.oncehub.com/product/routing-forms/introduction-to-routing-forms/introduction-to-routing-forms).

***

## How Meeting Assignment Priority Works

[Section titled “How Meeting Assignment Priority Works”](#how-meeting-assignment-priority-works)

When a visitor engages with a Routing Form, OnceHub identifies them by their provided email address. OnceHub then determines which team member should host the meeting based on a strict priority hierarchy:

* **CRM Contact Owner:** If a CRM contact owner is found that belongs to the [**Team selected as the host on your Booking Calendar**](https://help.oncehub.com/product/booking-calendars/booking-settings/booking-calendar-meeting-distribution-options), the visitor will schedule with them.
* **OnceHub Contact Owner Fallback:** If no CRM contact owner is found, the system checks for an existing OnceHub contact owner and schedules the meeting with them instead.
* **Standard Availability Fallback:** If neither a CRM owner nor a OnceHub contact owner exists, the standard distribution rules set on the Booking Calendar will be used.

***

## How to Enable Contact Owner Meeting Assignment

[Section titled “How to Enable Contact Owner Meeting Assignment”](#how-to-enable-contact-owner-meeting-assignment)

Follow the steps below to enable this functionality in your Routing Form:

1. Click **Routing Forms** in the left-hand navigation menu.
2. Select the Routing Form you wish to edit.
3. Select the **Booking Calendar** action that will be used to schedule with contact owners.
4. Enable **Schedule with CRM Contact Owner**.
5. Click **Save** to apply the changes.

***

## Frequently Asked Questions (FAQs)

[Section titled “Frequently Asked Questions (FAQs)”](#frequently-asked-questions-faqs)

**Q: What happens if the contact owner has no available time slots?**

**A:** If the contact owner has no open time slots, a message stating that no times are available will be displayed to the visitor while scheduling.

**Q: What happens if a contact has different owners assigned in OnceHub compared to the CRM?**

**A:** OnceHub prioritizes the contact owner listed in your integrated CRM to ensure your source-of-truth data remains accurate.