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Flows

Assign to existing owner

Looks for a rep who already owns the company or the contact in HubSpot, and gives them the lead.

Exits: Owner (found), None (nobody owns it), Away (the owner is away).

Type owner
Group Routing
Exit Name
owner Owner
none None
away Away
Key Label Takes Default Notes
sources Where to look for an owner openDeal The owner of the company’s open deal, companyOwner The company’s owner, contactOwner The contact’s owner, earlierLead The rep an earlier lead from the company went to Tried in this order. The first that gives an owner wins. None ticked: all four.
windowDays An earlier lead counts for (days) A number. 90
awayKeepsOwner Keep the owner when they are away true or false. Off: the lead takes the Away exit.
Field What
flow.rep_name Rep’s name
flow.rep_owner Rep’s HubSpot owner ID
flow.ownerSource Where the owner came from
{
"id": "owner1",
"type": "owner",
"settings": {
"windowDays": 90
}
}