Tips, Tricks & Best Practices

AOgbe
Contributor

Changing associated contact owner when company owner is changed

SOLVE

Good day community. Is there a solution as to when a company owner is changed or unassigned, the associated contacts are also changed to match the company? It's been a hassle reassigning contacts that have a different owner to a company. I am aware of the automation where the contact is changed to company owner when added to the company, but i am looking for a solution for changing company and associated contacts

 

Does anybody have a workflow (or a solution) 

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

Changing associated contact owner when company owner is changed

SOLVE

Hi @AOgbe,

 

This workflow should do the trick. Make sure to toggle re-enrollment option in the right sidebar.

 

karstenkoehler_0-1681310022407.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
AOgbe
Contributor

Changing associated contact owner when company owner is changed

SOLVE

That was fast. lol. Thank you!. Will try this out

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

Changing associated contact owner when company owner is changed

SOLVE

Hi @AOgbe,

 

This workflow should do the trick. Make sure to toggle re-enrollment option in the right sidebar.

 

karstenkoehler_0-1681310022407.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.

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Changing associated contact owner when company owner is changed

SOLVE

@karstenkoehler I wonder if HubSpot will make this a simple checkbox someday like they have for Company/Contact lifecycle stage management. 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/