Automation for making a contact owner be the deal owner

nv
nv Member Posts: 5 VERIFIED MEMBER
Name Dropper First Comment
edited April 24 in Workflow Automation #1

When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case.

The contact owner is different from the deals owner. Can I make an automation to change the contact owner to be the deal owner once the deal gets created?

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