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Deal assignee

The block assigns a team member to the contact's latest open deal in the built-in CRM. The block does not touch closed deals, and if there is no open one, it changes nothing. The assignee receives a notification in their account with a link to the deal.

Settings panel of the "Deal assignee" blockSettings panel of the "Deal assignee" block

Settings

  • List of team members — choose the assignee. The list contains the bot owner and team members with access to deals.

Outputs

  • "Continue" — fires right after the block.

Good to know

  • Only a member of the bot's team can be the assignee. If the chosen team member is no longer on the team, the block assigns no one.