Replace User on Workflows

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi HS community:

If I know the date for deactivating a User, and that User is involved in several Workflows (Contact Owner assignment, Deals assignment, etc.); is there a way to do an automated replacement for a new User?

I mean, I need the new HubSpot User to be in all places the older one was.

Thank you!

2

Hi @sigguv,

Thanks for reaching out to the Community!

To deactivate a user and assign everything to a new one, there are steps and recommendations to make the process smooth. I’m sharing the steps that were previously provided by another user so you can follow them and achieve your goal.

Best,

Diana

3

Hi @DianaGomez Thanks for answering, that was not asked though. The reply you quoted for me explains how to edit User participation in Teams; I did not ask that. My question was if there is a HubSpot way to replace an User (for other one) participations in all kinds of objects and processes such as Workflows.