Workflow | Event: Contact has a new main owner/co-owner

This event will be triggered if the contact has a new owner. You can assign a new owner either on the contact card or by automation rule.

>>Learn more about user account.

Note: This event does not start for mass assigning owners through Manage contacts, or importing files from xls/csv/xlsx.


From the list of the elements in Workflow choose Event => Contact has a new main owner/co-owner



Then, proceed to the settings of the event:

[Ownership type:] choose the main owner, co-owner or any of the above.

[Owner]: choose the user’s address email.

Once you’re done, click Save changes to continue.

IMPORTANT: Triggering an event via Manage contacts will not work.

If you need more information about the topic mentioned above, please contact us: +1 800 960 0640