Assign new owner based on last sales activity

[WAllroggen]

Hi Hubspot community,

I am looking for a way to assign a new / different owner to a deal based on which user moved this deal to a specific step of the pipeline.

The field hs_updated_by_user_id represents the ID of the user and that works fine to display who updated the deal - but I can't use that field to assign a new Owner, as it's a number field and not a hubspot user ("not compatible with this field").

Looking forward to hearing your ideas!

Best,

Willem

[JorrenBlaze]

My problem is also solved.

[karstenkoehler · Accepted solution]

Hi @WAllroggen,

As far as I know there is no way of setting this up dynamically without using custom code actions (requiring Operations Hub Professional or Enterprise and the help of a developer).

Currently, you would have to set up a branch in your workflow where each branch corresponds to one user ID – and in each branch, you would then use the 'Edit record' workflow action to assign the deal to the corresponding user. In other words, you would have to define each mapping manually.

This is an option for small numbers of users and little turnover. If those are concerns, the custom code route (or building an application based on the HubSpot API) scale better but require more effort upfront.

Best regards!

[WAllroggen]

Hi Karsten, thank you. For now, that will solve my problem.

As you mentioned, this solution will not scale. It's incomprehensible to me, why the last activity field is a number field and not usable to adjust the object owner.

Best regards,
Willem