Quick tipHow toService Hub

Assign conversation owners with a workflow

A CRM workflow action assigns the conversation.

Subscription
Professional or Enterprise for workflows
Permissions
Workflows access
Time
3 min · Intermediate
Last verified

Short answer

HubSpot's KB: the Assign conversation owner action changes the inbox and owner assignment for a conversation automatically. Find it under CRM in the action picker, then choose the conversation owner.

1. The action

Searching the action picker in my demo portal.

Workflow action search for conversation showing Assign conversation owner in the CRM group
Assign conversation owner (1).

2. Help desk

Help desk uses routing rules instead. See ticket routing.

3. Related

Rotating owners.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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