HubSpot Ideas

LCLaukkanen

Create workflow "if contact owner is part of a team"

We have a client with multible contact owner fields -every business unit has their own for example team a contact owner, team b contact owner etc.

 

This makes the Outlook / Gmail synk difficult because it will update the original "Contact owner" info for the contacts (same with created companies). I have a need to Create workflow "if contact owner is part of a Team A" to copy the "Contact owner" info to Team A Contact Owner properity, so the sales reps would actually find all their prospects in hubspot, under one properity by using "Team A" Contact/company owner filter.