Lists, Lead Scoring & Workflows

tkruzan
Member

Branch Criteria for Contact Owner's/User's Team

SOLVE

In workflows, is there a way to branch based on a User's Team membership? I'm working on automation to set a property value based on the Contact Owner's team — but I'm unable to segment by Team membership. Instead, I have to list the individual Contact Owners that are members of that team which leads to potential errors when team members are added/removed down the road. 

 

It would be great to have logic like... If Contact Owner's Primary Team is any of Sales set Department to Sales.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch Criteria for Contact Owner's/User's Team

SOLVE

Hi @tkruzan,

 

Yes, there is. 'HubSpot team' can be found under contact properties:

 

karstenkoehler_0-1701926578822.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Branch Criteria for Contact Owner's/User's Team

SOLVE

Hi @tkruzan,

 

Yes, there is. 'HubSpot team' can be found under contact properties:

 

karstenkoehler_0-1701926578822.png

 

Best regards!

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.