Workflow Template

Auto-Assign Contact Owner on Form Submit

Assigns a default owner and rotates contact ownership among team members when a contact submits a form without an existing owner.

Assigns a default owner and then rotates the contact owner among a set of users when a contact submits a form and has no current owner.

Resets lead stage to "New" for previously disqualified leads with specific reasons when they submit a new form, with Telegram notification.

Copies deal and ticket associations for contacts with a known phone number to maintain relationship integrity.

Identifies and merges duplicate contacts based on matching Telegram IDs, preserving the oldest record as the primary.