Workflow to change object owner based on lack of activity
Hello,
I want to create a workflow for a custom object that is triggered on there being no email activity with any of the records within that object for a period of time - e.g.: If you haven't emailed a partner (specific record within the Partner Custom Object) within the last 6 months, we change the owner of that specific partner to someone else.
Any idea on how to trigger something that like this?
Workflow to change object owner based on lack of activity
Hey,
you could create a property on that object called "last contacted date" and set up a workflow that updates (copy property) this property whenever the native Hubspot property "Last contacted" of an associated contact changes (contact enrollment). Operations Hub would be useful if one contact could be associated with multiple partner records.
Then add a workflow triggering on property hot having been updated in last X days.