[Automation] How to automatically assign a contact to an owner

Contact assignment step in Automation automates the process of assigning leads as they are added to your CRM contacts.

You can assign leads depending on a certain number of attributes, such as company size, territory, product interest, lead score, and more.

To do so, you need to add a step Assign the contact to a user when building your workflow in Automation section.

Start creating your workflow

Good to know: If Automation feature is not enabled yet, click on + at the top navigation bar. Then, go to Automation card. Finally, click on the toggle to activate Automation

  • Click on Automation on the top navigation bar
  • Click on Create a new workflow at the top right side of your screen
  • If you’ve chosen Custom workflow to build a workflow from scratch,
    • Indicate an entry point option (Contact submits a Form or a contact filter condition for instance)

To know more about how to create an automated workflow, refer to this article.

Add a contact assignment step to your workflow

There are two types of assignment: Assignment to a specific user and Assignment to users using a rotation.

Assignment to a specific user

To assign the entering contact to a specific user,

  • Click on +
  • Click on Perform a CRM action
  • Choose Assign a user to the contact
  • Select a single user
  • Select a user in the dropdown below
  • Click OK

Assignment to a user using a rotation

To assign the entering contact to users using a rotation,

  • Click on +
  • Click on Perform a CRM action
  • Choose Assign a user to the contact
  • Select Assign using a rotation between selected users
  • Select a set of users
  • Click OK