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.
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Trigger enrollment for contacts
When this happens
Group 1
Any form submission
Owner is unknown
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1. Edit record
Set Owner to 25105529
Click to see configuration
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2. Rotate record to owner
Rotate Owner between 3 team members
Click to see configuration
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End
Description
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.
Categories
ContactsForms
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