Contact Owners when having Round Robin (reconversion)

[KSergieva11]

Hey guys,

Could you please assist me with the following case:

We have a form on our website that is connected with a round robin meeting link from HubSpot. We want to assign the contact owner of that contact to be the same person that would have the future meeting with the contact. That happens easily with the below setup when the contact is new to the database. However, sometimes we have contact reconversions and they are already assigned to somebody. 

Is there any way we can re-assign new contact using the same workflow as the one below OR the round robin to take into consideration the contact ownership and to assign them for a call when booking a meeting?

[Lucila-Andimol · Accepted solution]

Hey @KSergieva11 

you can solve this by doing an if then branch

right after the enrollment and putting if the contact owner is know...then use this meetings link

if the owner is unknown then rotate.

That should work.

Hope this helps

[KSergieva11]

Thanks @Lucila-Andimol , I will try to implement this!

[PamCotton]

Hey @KSergieva11, thank you for posting in our Community!

Please ensure your round-robin meeting link updates the contact owner field with the assigned meeting owner and creates a workflow triggered by form submission.

To our top experts, @Lucila-Andimol and @TomM2 do you have any recommendations for @KSergieva11 matter?

Thank you,

Pam