A salesperson is assigned to an account
A salesperson is assigned to an account fires whenever a salesperson is assigned — or reassigned — to an account record. Use this trigger to automate onboarding tasks, send introductory messages, or notify the new rep with relevant account context the moment an assignment is made.
This trigger fires on both initial assignments and reassignments, so it covers account handoffs as well as new account creation.
Trigger scope
This trigger operates at the account scope. Account and contact actions are available downstream.
How it works
- A salesperson is assigned to an account in Partner Center or the CRM.
- The automation evaluates any trigger conditions you've configured, such as filtering on a specific salesperson.
- If conditions are met, the workflow starts with the account and newly assigned salesperson in context.
- Downstream steps can use Add dynamic content to reference account fields and the assigned salesperson's details.
Available data
Standard account and salesperson fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Account name | The name of the account |
| Assigned salesperson | The name of the salesperson assigned to the account |
| Salesperson email | The email address of the assigned salesperson |
| Account tags | Any tags applied to the account record |
| Account ID | The unique identifier for the account |