Hi,
I want to auto assign contact owner to a contact as soon as new contact created from any place like website forms or from hubspot itself.
I have tried few of process and tutorials available on youtube but none of them seems working.
Hi @tariquechl,
This would require a Professional subscription with access to workflows: Create workflows
You would enroll records based on ‘When filter criteria is met’ and then either specify ‘Record ID is known’ (for all contacts) or a specific form.
You would then use the ‘Edit record’ workflow action to update the contact owner property.
With workflows, this cannot be done natively, and you would have to use these alternatives: Assign ownership of records
Best regards!
Hi @karstenkoehler ,
Thanks for your reply. We have enterprise account and I have already setup a workflow like when someone submits the lead form on our website it does not assign a contact owner from selected team groups.
So, I need a guide when a new contact is created from lead form on our website it should automatically assign an owner from selected teams using rotate contact owner.
@tariquechl that sounds like the existing workflow is not set up correctly. Can you please share screenshots of:
- the workflow steps
- the enrollment criteria
@tariquechl the enrollment criteria require a contact to have submitted all forms (there is an implicit AND as an operator).
You would have to change it so that a contact has submitted form 1 OR form 2 OR form 3 etc.
Once you change this, the workflow will work as expected.