Tips, Tricks & Best Practices

JSteimle
Mitglied

Creating a lead record through workflows

lösung

Hi everyone, 

 

i have this workflow where contacts come into the system based on forms. We create leads off of those contacts. The problem is when I select the create record action I am not able to assign the lead to an owner. As a sidenote, we don´t use the default "contact owner" property in the system due the fact that we have different owners set up based on the buisness field. 

 

Here is how it was set up in another workflow and I can´t seem to recreate it in the workflow I´m currently working on since I can´t select "Assign lead to" or "Which contact owner" in the properties (cant even find them).

JSteimle_0-1747734536953.png

 

Appreciate all recommendations. Thanks in advance.

 

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1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a lead record through workflows

lösung

Hi @JSteimle,

 

Do you have the setting enabled that syncs the lead owner with the contact or company owner? https://knowledge.hubspot.com/object-settings/sync-lead-ownership-and-activities

 

If yes, that explains the lack of that option.

 

With this setting disabled, you should see the option to assign a "Lead owner":

 

karstenkoehler_0-1747734972795.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.

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
1 Antwort
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a lead record through workflows

lösung

Hi @JSteimle,

 

Do you have the setting enabled that syncs the lead owner with the contact or company owner? https://knowledge.hubspot.com/object-settings/sync-lead-ownership-and-activities

 

If yes, that explains the lack of that option.

 

With this setting disabled, you should see the option to assign a "Lead owner":

 

karstenkoehler_0-1747734972795.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.

0 Upvotes