Ownership reassignment

Smart CRM & Sales Hub CRM
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Hi @TGibs02,

Yes, this is possible and fairly straightforward, too, if you know what to do. No need for complicated conditions.

  1. Create a custom contact, ticket, and deal property each of the type “HubSpot user”, naming them “Company owner (contact object)”, “Company owner (ticket object)”, “Company owner (deal object)”
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  2. Create a company-based workflow that **re-**enrolls companies “When filter criteria is met” > “Company owner is known” (this will trigger the workflow whenever the company owner changes), then use three “Copy property value” workflow actions to copy the value from the company owner field into each field from step 1 (I’ve only drafted one step for the contact, you’d add the two other as well)

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  1. Create a contact-based workflow that enrolls contacts “When filter criteria is met” > “Company owner (contact object) is known AND Company owner (contact object) is none of Rep C”, then use the “Copy property value” workflow action to copy the value from “Company owner (contact object)” into “Contact owner” – enable re-enrollment for “Company owner (contact object) is known”
  2. Create a deal-based workflow that enrolls deals “When filter criteria is met” > “Company owner (deal object) is known AND Company owner (deal object) is none of Rep C AND Is closed lost it not equal to True AND Is closed won is not equal to true”, then use the “Copy property value” workflow action to copy the value from “Company owner (deal object)” into “Deal owner” – enable re-enrollment for “Company owner (deal object) is known”
  3. Create a ticket-based workflow that enrolls deals “When filter criteria is met” > “Company owner (ticket object) is known AND Company owner (ticket object) is none of Rep C AND Time to close is known”, then use the “Copy property value” workflow action to copy the value from “Company owner (ticket object)” into “Ticket owner” – enable re-enrollment for “Company owner (ticket object) is known”

That’s it :slightly_smiling_face: Essentially what you’re doing is making the company owner information available on each object. You’re then waiting for a change in that field, checking whether it’s rep C or not and whether the deal or ticket is still open, and if so, you copy the information into the actual owner field. (It’s not possible to enroll based on the owner of an associated object directly as re-enrollment is disabled then – however we need the re-enrollment to register repeated changes.)

Best regards