Set activity to organization's owner

Hi !

On automation process, 
I would like to set an activity to organization's owner, but it seems to be possible only for offer's owner and offer's creator

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @Guénolé PALUD !

    You can only choose to assign an activity to an Organization's owner if the trigger of your automation is an Activity, not a Deal (unfortunately). But then you have no way of linking the activity to the Deal. I will forward your feedback to the responsible team.

    For this particular case I'd recommend using one of our automation integrations like Automate.io , for example. @Ashutosh Cheulkar can you give Guéloné a hand with this?