topic Re: Create a new lead automation in Sales Hub Tools

Create a new lead automation

Xiawanbai — Fri, 02 Aug 2024 13:09:24 GMT

Hi, does anyone know what will the automation under Leads- Pipeline - Automate - Create a new lead do with the Lead Owner? Will the automation copy the Contact Owner to the Lead Owner in Prospecting Workspace?

Please help

Re: Create a new lead automation

franksteiner79 — Fri, 02 Aug 2024 13:22:22 GMT

Hi @Xiawanbai

You can have this set as default behaviour in the settings tab.

Hope that helps.

Frank

Re: Create a new lead automation

Xiawanbai — Fri, 02 Aug 2024 13:31:13 GMT

Hi, thank you for your answer but I am asking because we dont want to copy the Contact Owner of the Contact Object to be a Lead Owner. So I dont want to turn on the "sync lead owner with contact or company owner" automation. We have another property for the SDR team and would like this property to be set as a Lead Owner instead.

Re: Create a new lead automation

franksteiner79 — Fri, 02 Aug 2024 13:33:44 GMT

Ahh got you @Xiawanbai , in that case use a normal workflow to set your assignment rules.

If you don't activate the copy contact owner to lead owner, no lead owner will be set and you can define your own rules via workflows.

Frank

Re: Create a new lead automation

Xiawanbai — Fri, 02 Aug 2024 13:39:56 GMT

great! thank you!