When a lead comes in or a deal moves forward, the last thing you want is for it to sit unowned while your team figures out who should take it. The Assign an Owner action in the automation builder lets you automatically route a contact to the right team member the moment a campaign sequence step is triggered with no manual reassignment, no dropped leads, no confusion about who's responsible.

Use this feature to route new leads to a sales rep, hand off a contact after a purchase, or reassign ownership when a contact moves to a new stage in your pipeline.

How to Add an Assign an Owner Step in a Sequence

1. Double-click on the sequence you wish to edit or create a new sequence.
2. Search or scroll down and select Assign an Owner.
   
3. Double-click it to configure the settings.
4. To configure owner assignment, select Assign to User. This option allows you assign the contact record to a specific user in your application.
   
5. Click Save.
6. Continue building your automation and publish your changes once complete.

FAQ

Can I assign a contact to a team instead of a specific user? The Assign an Owner action assigns a contact to a specific user in your CRM. Assigning contacts to a team is not supported within this action.

Can I reassign ownership more than once in the same sequence? Yes. You can add multiple Assign an Owner steps at different points in a sequence to reassign ownership as a contact moves through your pipeline.

What happens to the contact's previous owner when I assign a new one? The Assign an Owner action replaces the existing owner with the user you select. The previous owner is removed from the contact record.