Assigning Owners without Sales/Service Professional

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

Hi All,

Would love to know if anybody has a way to assign a contact owner from a pool to leads without having to buy multiple sales/service professional seats in order to have access to ‘Rotate Record to Owner’ in workflows?

We currently use a system called LeanData that assigns leads an owner in Salesforce however we are looking to change to assigning contacts an owner the moment they come in from Forms/Meeting Bookers etc. We have got the basics understood where we can make a workflow branching each country then assigning the owner based on country, however we are getting stuck at assigning this out of a choice of 2 owners (or from a team/pool).

2

Hi @DCrinnion,

If you have Marketing Hub Professional and if you’re fine with maintaining branches, you can use branches based on a random split: Use branches in workflows

If not, then I’m not aware of any ways that would accomplish what you’re trying to do without upgrading.

Best regards!