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Assign contact owner

Assign a contact owner / salesperson sets a team member as the owner of a CRM contact record. Use it in contact-scoped automations to route new leads, form submissions, or updated contacts to the right person automatically — without manual reassignment.

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

How it works​

  1. The automation reaches the Assign a contact owner / salesperson step with a contact 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 contact record's owner field in the CRM
  4. The assigned user ID is returned as an output available to downstream steps
  5. If the contact 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 Contacts, select Assign a contact owner / salesperson
  3. Configure the field:
FieldRequiredDescription
OwnerYesThe team member to assign as the contact 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 form submission or webhook payload to route the contact to the right person at the moment they enter your CRM.

Outputs​

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

OutputDescription
owner_idThe user ID of the newly assigned contact owner.

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