I have run into the challenge where the Contact Owner does NOT equal Company Owner, and I need to correct that.
Example:
We have done some bulk merging of Contacts (and a lot more clean-up to come), and while we got rid of a lot of duplicates, with that a lot of Contact Owners have changed too.
So, I am looking to building a workflow that checks:
If contact owner != company owner’, enrol, and copy company owner to contact owner
This post is the closest I could find, but it seems to me it still will only trigger if a change has been made on Company level:
https://community.hubspot.com/t5/CRM/Single-owner-across-multiple-records/m-p/781646
Thanks in advance for any pointers!
Hi @PSterkenburg,
I think this can be simplified. If the contact owner is already the same as the company owner, copying the company owner into the contact owner field does not do any damage. You’re updating the field with the same value.
In other words: This can be achieved by creating a simple company-based workflow that enrolls companies where ‘Company owner is known’, then uses the ‘Copy property value’ action to copy the value from company owner into contact owner for all associated contacts.
If the contact owner is empty, the company owner is copied.
If the contact owner is the same as the company owner, it is also copied but things stay virtually the same.
If the contact owner is different to the company owner, it gets updated to the right owner (the company owner).
Let me know if you have any follow-up questions!
Thanks @karstenkoehler ! That was kind of where I was heading towards to, but I was worried I would create more noise than good. But, you are right, simple and elegant is always preferable!