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.
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.)
If not, could you specify your requirements and provide further context?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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.)
If not, could you specify your requirements and provide further context?
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer