Assigning Contact/Opportunity to User Based on Name in Workflow instead of having to specify by selecting in next step.
H
Hao Tan
The current Assign User step in workflow needs to be manually selected before it can assign to a specific user, can we add functionality that this field can be matched with a custom field selected elsewhere or comes from a trigger/webhook?
i.e. If my webhook trigger contains key "user" with value "ABC" it should allow me to use that field to map and assign to user "ABC" within GHL.
This is a great use case for people who are determining user assignment or process their round robin agent assignment before it hits GHL. i.e. Calendly where the host/user has already been selected via their round robin system.
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D
Darrell Pope
This is what I am trying to accomplish right now. Very much needed!