I am trying to create a workflow for a round-robin meeting to assign the Contact Owner to whomever the meeting ends up being scheduled with. I’m getting stuck when I’m required to indicate who the contact owner should be changed to. I want it to be changed to whomever the meeting is scheduled with, but I’m required to choose one person. Thanks for any assistance.
Hey @AFlaherty6, thanks for reaching out! This is a great question.
You’re not the first person to ask for this, and it looks like there is a solution if you check out this thread!
You should be able to use the “Activity assigned to property” to identify the actual meeting “owner” and then use that value to set the “Contact owner” accordingly. Note that you’ll need to create a separate workflow branch for each “Activity assigned to” user, but this should help you accomplish what you’re after!
Hope this helps!!