CRM

MattHayesMAF
メンバー

Owner change notification

解決

Is there a way I can set up a workflow that will notify the previous owner if someone changes the owner of a contact? 

E.G. Adam owns HubSpot Ltd. Jason changes it so Jason owns HubSpot Ltd. Adam receives a notification showing that HubSpot Ltd has changed from his ownership. 

It used to be possible but I can't figure it out now. 

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1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Owner change notification

解決

Hi @MattHayesMAF,

 

Yes, this is possible with an additional property and workflow which keep track of the previous owner. You would first create a new custom property of the type 'HubSpot user' and call it, for example, 'Contact owner (delayed by 10 minutes)'. Next, you would create a contact-based workflow that re-enrolls contacts when 'Contact owner is known'. You then add a delay of 10 minutes before you copy the value from Contact owner to Contact owner (delayed by 10 minutes).

 

karstenkoehler_0-1668793723602.png

 

Those 10 minutes should be enough time to send out the actual notification in a second workflow:

 

karstenkoehler_1-1668793811939.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

元の投稿で解決策を見る

4件の返信
Ruurd
投稿者

Owner change notification

解決

Hi! I've thought of a solution for this that also stores the previous owner in a field. See my post here. You can simply add an in-app notification at the end of workflow 2. 

DianaGomez
コミュニティーマネージャー
コミュニティーマネージャー

Owner change notification

解決

Thanks for sharing 🙂

 

Best, 

Diana


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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Owner change notification

解決

Hi @MattHayesMAF,

 

Yes, this is possible with an additional property and workflow which keep track of the previous owner. You would first create a new custom property of the type 'HubSpot user' and call it, for example, 'Contact owner (delayed by 10 minutes)'. Next, you would create a contact-based workflow that re-enrolls contacts when 'Contact owner is known'. You then add a delay of 10 minutes before you copy the value from Contact owner to Contact owner (delayed by 10 minutes).

 

karstenkoehler_0-1668793723602.png

 

Those 10 minutes should be enough time to send out the actual notification in a second workflow:

 

karstenkoehler_1-1668793811939.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

RinoDallaLibera
メンバー

Owner change notification

解決

This version could have had problems if you already had thousands of contacts. With the initial errollment you would have had thousands of emails at once. I added the "Contact Onwer was updated after Contact Owner (5 min delay)" filter in the second workflow to fix the problem.

 

RinoDallaLibera_0-1707724642087.png

 

RinoDallaLibera_1-1707724674444.png

 

 

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