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Assign a salesperson

Assign a salesperson assigns a specific person — or one randomly chosen from a pool you define — as the salesperson on the account. Unlike Assign a sales team, you select individual people rather than a team. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the Assign a salesperson step with an account in scope
  2. You provide one or more user IDs — either selected statically or passed via dynamic content
  3. If multiple people are selected, one is chosen at random
  4. That person is assigned as the salesperson on the account
  5. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Assign a salesperson
  3. Configure the fields:
FieldRequiredDescription
SalespersonYesOne or more people to assign. Select team members by name or use Add dynamic content to pass a user ID from a previous step. If multiple are selected, one is randomly chosen.
Should reassignNoWhen enabled, replaces the account's current salesperson. When disabled (default), accounts that already have a salesperson are skipped.
tip

Use Add dynamic content to pass a user ID from a Get my team member step or a webhook payload. This is especially useful in account templates where the salesperson isn't known at build time.

Outputs​

This action produces no outputs available to downstream steps.

Tips​

  • Multiple selections result in random assignment — if you select three people, each automation run picks one at random. This gives informal load balancing across a custom pool.
  • Accounts with an existing salesperson are skipped by default — enable Should reassign only when you intentionally want to overwrite the current assignment.