Owner change notification

[MattHayesMAF]

Is there a way I can set up a workflow that will notify the previous owner if someone changes the owner of a contact?
E.G. Adam owns HubSpot Ltd. Jason changes it so Jason owns HubSpot Ltd. Adam receives a notification showing that HubSpot Ltd has changed from his ownership.
It used to be possible but I can’t figure it out now.

[karstenkoehler]

Hi @MattHayesMAF,

Yes, this is possible with an additional property and workflow which keep track of the previous owner. You would first create a new custom property of the type ‘HubSpot user’ and call it, for example, ‘Contact owner (delayed by 10 minutes)’. Next, you would create a contact-based workflow that re-enrolls contacts when ‘Contact owner is known’. You then add a delay of 10 minutes before you copy the value from Contact owner to Contact owner (delayed by 10 minutes).

Those 10 minutes should be enough time to send out the actual notification in a second workflow:

Let me know if you have any follow-up questions!

[RinoDallaLibera]

This version could have had problems if you already had thousands of contacts. With the initial errollment you would have had thousands of emails at once. I added the “Contact Onwer was updated after Contact Owner (5 min delay)” filter in the second workflow to fix the problem.

[Ruurd]

Hi! I’ve thought of a solution for this that also stores the previous owner in a field. See my post here. You can simply add an in-app notification at the end of workflow 2.

[DianaGomez]

Thanks for sharing

Best,

Diana