CRM

jeck899
Mitglied | Partner
Mitglied | Partner

Conversation by email

Can you automatically assign a contact owner (not conversation assignment) to one of your teammates when the contact is created from team email.

0 Upvotes
1 Antwort
JessicaH
HubSpot-Alumnus/Alumna
HubSpot-Alumnus/Alumna

Conversation by email

Hi @jeck899,

 

Thanks for reaching out.

This article about the ways to assign ownership of records might be a good starting point for you.
For instance, you could assign ownership with a workflow. 

 

Take care!

Jess


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes