Jul 8, 2022 1:19 PM
If I'm using a round-robin scheduling link, is it possible to get the contact owner to auto-assign to the person that is scheduled from the call? i.e. Sarah, Max and I are on the round robin scheduling link, a new contact uses the link and schedules a call with Sarah, how can the new contact be auto-assigned Sarah as the contact owner?
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Jul 9, 2022 12:50 AM - edited Jul 9, 2022 12:51 AM
Hi @AFukumoto
Not sure if Hubspot can directly do it, but you can do it through an automation that will work like this:
1. Whenever there is a new contact, the automation runs
2. Checks who is the appointment's invitee in that contact (aka owner)
3. Assigns the person from a lookup table
Jul 9, 2022 12:50 AM - edited Jul 9, 2022 12:51 AM
Hi @AFukumoto
Not sure if Hubspot can directly do it, but you can do it through an automation that will work like this:
1. Whenever there is a new contact, the automation runs
2. Checks who is the appointment's invitee in that contact (aka owner)
3. Assigns the person from a lookup table