How to Assign Owners to Records via a HubSpot Workflow [VIDEO]

The HubSpot CRM Suite gives you the ability to remove manual tasks, automate processes, make data-driven decisions and more importantly improve your operations at scale. In this video, we'll show you how to automatically assign owners to your records. 

While sometimes you may want to manually assign owners to records, in many cases, it'd be helpful to have this done automatically, so you don't have to worry about a new contact or deal or ticket being untouched. When this is the case, you can use HubSpot workflows to automatically assign owners (note: this requires you to have at least Marketing Hub Pro), and if you have Sales Hub Pro, you also have the option to evenly distribute assigned owners. 

Watch our HubSpot Tips in 60 Seconds or Less video for a guide on how to do this! 

HubSpot Tips_ Automate contact assignments

 

By setting up this workflow, you'll have the peace of mind that all your contacts, companies, deals and tickets are being taken care of properly. Don't you just love a peaceful mind? 😊

For more guidance on how to optimise HubSpot for your organisation and team, don't hesitate to get in touch


CRM DESIGN WORKSHOP CONNECT LABS