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Estado: Idea Submitted
ybn
Enviado por el ‎feb 2, 2021 7:27 AM

Need to test if activity owner is object owner

I need a workflow to create a task and assign it to the object owner only if one does not exist.

Currently conditions require selecting specific users.

 

It should be possible to select either a dynamic value called "Owner".

To take it further you could also allow selecting Deal Owner, Contact Owner or Company Owner.

A last refinement would eb to do this with Hubspot teams so for example one could check if another team member is assigned a task.

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