Feature Request: Dynamically assign Contact Owner from an associated Custom Object Owner
S
Stefano Colzani
We use a Custom Object called Property (Immobile). Each Property record has a native Owner, corresponding to the agent responsible for that property.
When a new Contact enters our CRM, a workflow successfully identifies and associates the correct Property using the Associate Records action.
We then need to automatically assign that Contact to the Owner of the associated Property.
Currently, the workflow can:
* identify and associate the correct Custom Object record;
* see that the Custom Object has an Owner;
* assign a Contact dynamically through Assign To User.
However, the Owner/User ID of the associated Custom Object does not appear to be available as a dynamic value that can be passed to Assign To User.
Desired workflow:
New Contact → Associate Property → Read associated Property Owner → Assign Contact to that User
Ideally, associated Custom Object fields and native properties such as Owner / Owner User ID should be exposed as dynamic values in subsequent workflow actions.
This would allow routing leads directly to the agent responsible for the property without maintaining duplicate agent fields or using external automation/API calls.
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