Contact Owner - Workflows

Smart CRM & Sales Hub CRM
1

Hi everyone,

When I am adding the filter ‘Rotate contact owner’ in a workflow, I see that there is a possibility to tick this box:

Screenshot 2024-04-16 at 18.00.33.png
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If I tick it, the rotation will overwrite the current contact owner, correct? So, if I want to keep the contact owners between chosen people and the specific user has a different contact owner than those chosen people, the workflow will overwrite?

Thanks!

2

Hi @KSergieva11,

Exactly - without the box ticked, HubSpot will leave the existing owner untouched. With it ticked, it’ll assign one of the owners from the rotation, no matter whether the contact has an owner already or not.

Best regards

3

Hi Karsten,

Will this also override contacts already owned by one of the owners from the rotation?

4

Hi @KSergieva11

Two counter questions from me:

  1. What is the wider context of the workflow, what are you trying to do?
  2. What exactly do you mean when you are saying "So, if I want to keep the contact owners between chosen people and the specific user has a different contact owner than those chosen people, the workflow will overwrite? - Who are “chosen people”, is the “specific user” the contact in the workflow?

Rotating records to owners often only makes sense when a new enquiry comes and a sales rep needs to be randomly assigned and follow up. More often it makes more sense to assign ownership based on territories, products or solutions, or any other criteria for which you would not use the “rotate record” workflow action.

Can you shed some light on what you want to do?

Thanks

Frank

5

Hey @KSergieva11

yes, that option to tick means that if the contact/record already has an owner

its going to change it (no matter who the user is)

and its going to assign it between the users that you define ( “the chose people”)

Hope this helps