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Assign company owner

Assign a company owner / salesperson sets a team member as the owner of a CRM company record. Use it in company-scoped automations to route new or updated companies to the right person automatically without manual reassignment.

This action is available on any trigger that brings a company into scope, such as A company is created or modified or A form is submitted for a company.

How it works​

  1. The automation reaches the Assign a company owner / salesperson step with a company in scope
  2. You specify the team member to assign, either a static selection or a dynamic value from a previous step
  3. The action updates the company record's owner field in the CRM
  4. The assigned user ID is returned as an output available to downstream steps
  5. If the company already has an owner, the previous owner is replaced

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Companies, select Assign a company owner / salesperson
  3. Configure the field:
FieldRequiredDescription
OwnerYesThe team member to assign as the company owner. Select a user from the list or use dynamic content to pass a user ID from a previous step.
tip

Use Add dynamic content to assign ownership based on data from the trigger or an earlier step. For example, pass a salesperson user ID from a webhook payload or a form submission to route the company to the right person automatically.

Outputs​

After the step runs, one value is available to downstream steps:

OutputDescription
owner_idThe user ID of the newly assigned company owner.

Reference this output in later steps using Add dynamic content and selecting this step's owner_id.