jxlio

Kara on January 18, 2019

Reassigning tasks when ownership changes

Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.

Reply Idea Tasks

230 upvotes

51 Replies

jxlio

Contributor

December 20, 2022

@RamonPereira Are you able to share this source code or any information on how this app works? Also, there's no privacy policy or terms and conditio...read more

Kara on January 18, 2019

Reassigning tasks when ownership changes

Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.

Reply Idea Tasks

230 upvotes

51 Replies

jxlio

Contributor

December 20, 2022

@RamonPereira Are you able to share this source code or any information on how this app works? Also, there's no privacy policy or terms and conditio...read more

Solved

JRobertshaw on December 08, 2021

Reassigning Tasks Automatically

Hi All, We have a situation where one contact owner might either be on leave or has a too large workload and needs to assign a new opportunity to a new owner, which is pretty straight forward. However when a new opportunity is created in our dea read more

Reply Discussion Enterprise

20 upvotes

9 Replies

jxlio

Contributor

October 20, 2022

Personally, I set up an automation thru Airtable and Zapier to do this, it's a major workaround, but it essentially recreates the task and assigns it...read more

joeolsen on May 03, 2017

Upgraded Zapier zap(s) functionality to include timeline event creation

Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C read more

Reply Idea Contacts & Companies Integrations

21 upvotes

15 Replies

jxlio

Contributor

October 14, 2019

@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...read more

joeolsen on May 03, 2017

Upgraded Zapier zap(s) functionality to include timeline event creation

Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C read more

Reply Idea Contacts & Companies Integrations

21 upvotes

15 Replies

jxlio

Contributor

October 14, 2019

@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...read more

joeolsen on May 03, 2017

Upgraded Zapier zap(s) functionality to include timeline event creation

Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C read more

Reply Idea Contacts & Companies Integrations

21 upvotes

15 Replies

jxlio

Contributor

October 14, 2019

@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...read more