topic Re: How to notify contact owner when deal owner is someone else? in Data Hub

How to notify contact owner when deal owner is someone else?

SAndersen — Thu, 14 Sep 2023 08:29:33 GMT

Hello,

I've received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborator and contact owner to deal owner, but doesn't seem possible.

Re: How to notify contact owner when deal owner is someone else?

DianaGomez — Thu, 14 Sep 2023 19:55:25 GMT

Hi @SAndersen ,

Thank you for your inquiry.

I'd like to involve some of our experts in the conversation to review whether they have any suggestions for you or if they have encountered a similar case in their experience and how they resolved it.

Hi @Lucila-Andimol, @JuanGomez0818, @Gilempert . Do any of you happen to have any suggestions for @SAndersen ?

Thank you all for your contributions.

Best regards,

Diana

Re: How to notify contact owner when deal owner is someone else?

elizheleva — Sat, 16 Sep 2023 17:29:41 GMT

Hi @SAndersen ,

To start with though, could you please give a use case as to when that would be needed, i.e. what would the contact owner be notified about? Changes in the deal, activities, etc?

The first thing that comes to mind is to have a contact-based workflow and the enrolment trigger would be contact that has a deal linked to it (or a deal in a specific pipeline/stage, etc.) and then an IF statement regarding what needs to happen. Therefore, IF that has happened, send an internal email to the contact owner linked to that deal regardless of who the deal owner is. As it would be a contact-based workflow, the system will let you use "contact owner" as the default option anyway.

The more context you can add though, as to why this is needed, the more relevant solutions I can come up with 🙂

I hope that helps,

Eli

Re: How to notify contact owner when deal owner is someone else?

YLeBorgne — Tue, 19 Sep 2023 09:25:31 GMT

Hey @SAndersen ,

You can do it using custom code in a workflow (you need Operations Hub Professional or Enterprise to use custom code in workflows).

Contact workflow ➡️ Trigger = Deal owner is known ➡️ Custom code : check if deal owner is different than contact owner ➡️ send internal notification to contact owner

Yohann