Account & Settings

peytondonnell
Participant

Notification for the "Assign Company Owner to Contact by Default" Setting

SOLVE

Hi everyone, 

 

We have the "Assign company owner to contact by default" setting turned on in our account, but I've been told that it does not send notifications when the automation is triggered.

 

Is there a setting I can configure to notify a user when they have been assigned a contact through this setting? I can create a workflow if need be but was wondering if there was an easier way to achieve this.

 

Thanks!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Notification for the "Assign Company Owner to Contact by Default" Setting

SOLVE

Hi @peytondonnell,

 

I am not aware of a dedicated setting for this, unfortunately. A workflow is likely the fastest route to a solution.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Notification for the "Assign Company Owner to Contact by Default" Setting

SOLVE

Hi @peytondonnell,

 

I am not aware of a dedicated setting for this, unfortunately. A workflow is likely the fastest route to a solution.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
peytondonnell
Participant

Notification for the "Assign Company Owner to Contact by Default" Setting

SOLVE

Hi Karsten, thanks for the insight. Do you know how I'd go about setting up a workflow for this? I don't need to notify users any time a contact is assigned to them (because we already have avenues of notifying them, and I don't want to inundate them with duplicates notifications); I only need to notify them when they've been assigned a contact through this specific setting.

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