How to create a workflow to assign a HubSpot team to a contactSOLVE
Jul 12, 2018 12:19 PM
I'm trying to create a workflow that assigns a "HubSpot team" (an out of the box property) to a contact based on the specific form that was filled out and the page on which that form is published.
The use case is: there are many countries using the same portal, all users of a country are member of a "HubSpot team" specific for that country so that they can only see and manage contacts of which that team has ownership.
While setting up this workflow I couldn't select the property "HubSpot team" to enter a value.
Any ideas how to get the desired result?
Solved! Go to Solution.
Jul 12, 2018 2:40 PM - edited May 31, 2019 5:01 PM
Unfortunately, you can't assign a contact to a team, only an individual user using the Contact Owner property.
This is probably a good thing, as the saying goes, anything assigned to a multiple people is assigned to nobody. Contact owners can, of course, have tasks assigned to them and receive notification emails, whereas teams cannot.
Hope this helps.