How to auto assign a contact owner to deal

Smart CRM & Sales Hub CRM
1

Hello,
In the contacts section of the CRM we have a list of our customers. In these contacts, we will assign one or more deals.
For each customer deal, we would like to assign a person (SPOC) who will follow up on the deals (a property will be created for this).
How to automate this assignment of SPOC on each deal knowing that:
- The contacts are created in the CRM.
- The deals are not yet created in the CRM (the SPOC can only be set automatically when the deal is created)

Ex:
1/11/22: Contact 1 creation
5/11/22: Deal 1 creation for contact 1 => define automated SPOC 1
7/11/22: Deal 2 creation for contact 1 => define automated SPOC 2

2

Hi @AMutombo,

This requires the automation capabilities of a Professional subscription. In a contact-based workflow, you could copy the Contact owner field into the Deal owner field. This copy action could be triggered whenever the Number of associated deals on the contact record changes:

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Without workflows, this cannot be achieved natively in HubSpot. (If upgrading to a Professional subscription is an option for you, let me know – happy to provide best practices and details regarding this automation.)

Best regards!