We created a custom object called Onboardings. this will be how we track a new customer onboarding. We want automation to set the owner of the Onboarding Object to match the Customer Success assignment (custom object; field type = HubSpot User) from the Company Record. I can’t figure out how to make this happen through a workflow.
Hi @GPFlores15,
This would have to be an onboarding-based workflow:
- Enroll records based on “When filter criteria is met” and specify that the owner of the associated company is known (click “Add filter”, then change the dropdown from “Onboarding (Current object)” to “Company)”
(in my example, the custom object is “Agency”)
- Click the + sign and use the “Copy property value” action
- Click “Edit available data” > “Add data source”
- Find the company object
- If unsure, choose one by activity, first created (this only matters if you have multiple companies associated to an onboarding – if not, you can choose whatever jumps at you)
- You can then pick the “Company owner” from the search and select it for the “Property or value to copy from”
- Choose the “Onboarding owner” as the property to copy to
If company owners can change during the onboarding, this would have to be designed differently. Let me know and I’ll elaborate.
Also let me know if you’re getting stuck and if so, where.
Best regards!