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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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!
Core Platform
under review