HubSpot Ideas

04534

trigger deal/contact workflows when user is deactivated

When we let go sales reps or have turnover, it sure would be nice for the offboarding tasks of reassigning their leads/deals was automatic. 

 

Meaning: 

 

1. User is deactivated team = AE 

- Enroll in deal workflow if deal owner is them that reassigns their OPEN deals 

- Enroll in leads/contact workflow that reassigns  OPEN leads. 

 

This would save a ton of time and allow for a more formal offboarding process in hubspot

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