Assign to user by Email
under review
O
Onno Vrijburg
Add an "Assign User by Email" ability to workflows, this will allow us to capture the current "logged in" user's email {{user.email}} and put that into a form where we add additional information and then when the form is submitted the workflow can then assign the lead to that user by matching the email address in the form field to the email address of the team member. This will allow me/us to build internal forms for lead capture and have it work with the limitations of "Only assigned data" in user permissions by allocating the contact to the correct user without having to build elaborate IF/ELSE conditions that needs to be changed every time a new team member is added.
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S
Sales & Marketing
Merged in a post:
Default Assigned User
C
Chase Crawford
There should be an option to set the default assigned user for workflows. For example, if I share a snapshot with someone and it includes actions to assign users, a user will have to be manually set for each workflow.There should be a setting somewhere outside of the workflow to set the default assigned user and then the workflow action should have an option to choose default assigned user instead of a specific user. This way we can easily share workflows without the need to manually add an assigned user to each workflow
HIGHLVL-I-6617
K
Keith Besherse
H
Houtan Hormozian
Please upvote this idea that has been stuck under "Planned" for a while
Digital Reach
This will be really useful!
D
Dino Fernandez
This feature would definitely be pretty helpful for me as well and I feel like it would be pretty easy to be implemented.
A
Aldo Alfaro
I really need this feature. We have multiple agents, and when the customer fills the agent's contact form I want it to be assigned automatically to the agent's user.
I am saving the agent's email using a hidden field. But I have not found a way to assign the contact to the user's email. Being able to use that value in a workflow to assign the user to {{contact.agents_email}} would be great!
B
Bob Zhang
This is super important, because without it the user add new contacts and the contacts would be gone only admin can see it.
Core Platform
updated the status to
under review
A
Anthony Ricciardo FL
Completely agree! I literally just wrote up this same idea after running into this same issue for a couple months. Similarly how you can assign a default account phone number, we should have a default assigned user. So, snapshots do not lose the intention when pushed over.