I have a workflow set up - see image. Challenge is we don’t use the HubSpot default field “contact owner” - instead we use once called “Contact owner (use)”.
I need the “contact owner” in this workflow notification to be changed to our own custom field “contact owner (use)” but can’t seem to find the way to do that. Any ideas?
Basically, this workflow is to send an emal to the sales rep named in the custom field “contact owner (use)” when their contact visits downloads via on a form.
Hi @dwightbailey,
If you want to keep using your Contact owner (use) property, you would have to build a workflow like the one below. HubSpot cannot read your custom property / associate it to a user. You would need a branch for each user:
Alternatively, if you want avoid work like this in the future, I recommend migrating your custom property into the system contact owner property, as shown below. (You would have to create a workflow or branch for each owner once.)
The system contact owner property can then be used dynamically in workflows. HubSpot will check the owner for each contact and can automatically send the notifications you’re planning on sending.
Hope this helps!
