CRM

AFukumoto
参加者

Auto assign contact owner based on meeting scheduled link

解決

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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hubspot_expert
解決策
メンバー

Auto assign contact owner based on meeting scheduled link

解決

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

 

 

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2件の返信
RMorgan
投稿者

Auto assign contact owner based on meeting scheduled link

解決

I'm after the same resolution too - and I still can't find a way to do this without conflicting our other new contact/company assignment rules. 

 

If the company already exists and is owend by Laura, but the contact doesn't then there's no guarantee that the contact will defult to looking at Laura's calendar. It can still go to anyone's calendar. 

0 いいね!
hubspot_expert
解決策
メンバー

Auto assign contact owner based on meeting scheduled link

解決

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

 

 

0 いいね!