Assign Task When Deal Owner Changes

Deals change over time. And changing information necessitates changing needs. Sometimes a deal needs to be handed to a new owner because information has been updated, the previous owner is no longer available, and more. One pitfall to avoid though is miscommunication.

This automation is triggered when a deal’s owner changes and adds a task for the new owner to reach out and introduce themselves.. You can add more tasks to the automation to automate even more of your personal sales process.

Here’s how Send Notification When Deal Owner Changes works;
1. The automation is triggered when a deal’s owner is updated.
2. The contact arrives at an add task action, which creates a task for the deal owner to reach out and introduce themselves.
3. The automation ends.

Note: Feel free to build out more actions or messages to make this automation your own.

Note: Pairing this recipe with our Send Notification When Deal Owner Changes recipe sends the new owner an email with information about the deal, making an even more complete process.