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FvanderPijl
Participant

Automatically setting company owners at SQL lifecycle stage

SOLVE

Hi, 

 

I want to set a company owner automatically based on the life cycle stage of a contact (in this case SQL) and the contact owner of that specific contact. In workflows, I can only find the option to give ownership to specific sales reps, not the one that is actually working on the deal.

 

Any solution for this?

 

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically setting company owners at SQL lifecycle stage

SOLVE

Hi @FvanderPijl,

 

Would this work? You could of course leave out the "Company owner is unknown", depending on what you'd like to achieve. (Keep in mind that there might be multiple contact owners, theoretically.)

 

karstenkoehler_0-1684341703292.png

 

If not, could you specify your requirements and provide further context?

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatically setting company owners at SQL lifecycle stage

SOLVE

Hi @FvanderPijl,

 

Would this work? You could of course leave out the "Company owner is unknown", depending on what you'd like to achieve. (Keep in mind that there might be multiple contact owners, theoretically.)

 

karstenkoehler_0-1684341703292.png

 

If not, could you specify your requirements and provide further context?

 

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.