Change Contact Owner if Meeting Booked

[Mamscarlett]

I’m also waiting for this feature but I found a temporary solution to change owner if meeting is booked with another team member:

1. Create a worflow which starts with “Date of last meeting booked is known” (you can check re-enrollment property)
2. Add a 1min delay (and set all the others workflows to 2min delay)
3. Add a if/then branch with “if activity type is Meeting AND activity assigned to is MemberTeamName1 AND Meeting start time is after property last modified date (for meeting to come and not older meetings)”
4. To the Yes Branch add another if/then branch with “if contact owner is none of MemberTeamName1”
5. To the Yes Branch clear contact owner and set a property contact owner with the MemberTeamName1
6. To the No branch of the point 3, to the same with every TeamMembersNames

When others workflows are launched with 2min delay, they assign tasks and deals to “existing owner” who’s changed just before.

Is a bit long and seems to be imposible if you have a lot of TeamMembers, but it works for now.

Hope it can help some of you.