Workflow Action - Add Owner to Opportunity

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Add Owner to Opportunity action assigns a specified user as the owner of an existing opportunity. Depending on your system settings, this may also update the contact’s owner if contact and opportunity owners are synced. This action is useful for ensuring that each opportunity has a designated owner who can manage the opportunity’s progress through the sales pipeline.

Action Name

Add Owner to Opportunity

Action Description

When triggered, the Add Owner to Opportunity action sets the User you select as the new owner of the opportunity. If your platform settings are configured to sync the contact owner with the opportunity owner, then the contact’s ownership is also updated automatically. You can optionally choose to apply this assignment only to opportunities that are currently unassigned; otherwise, any existing owner will be overridden.

Important: This action depends on having an opportunity in context—either because the workflow was triggered by an opportunity or because a prior Find Opportunity step located one. If no opportunity is in context, this action does nothing.

Action Details

Sync Settings

• If contact and opportunity owners are synced (configured in Opportunity Settings), changing the opportunity owner here will also change the contact’s owner.
• If contact and opportunity owners are not synced, only the opportunity owner is changed.

Edge Cases

• Multiple Opportunities: Even if a Find Opportunity step finds multiple potential matches, only one (earliest or latest as selected in the Find Opportunity) is ever updated.
• No Opportunity in Context: If no opportunity is found or triggered, the action is skipped.

Example

Scenario: A workflow identifies high-value leads (via a Find Opportunity action) and assigns them to a specific user for priority follow-up.

1. Trigger: A lead qualifies as high-value based on form submission data.
2. Action: Find Opportunity
   • Filters:
     • Opportunity Value is greater than 5000
3. Action: Add Owner to Opportunity
   • Action Name: “Assign High-Value Lead to Senior Sales Rep”
   • User: “Senior Sales Rep”
   • Only Apply to Unassigned Opportunities: Disabled (to override any existing owner)

With this configuration, all opportunities matching the “high-value” criteria found by the Find Opportunity step will be assigned to the “Senior Sales Rep,” ensuring immediate attention and follow-up. If the system is set to sync contact and opportunity owners, the contact owner will also be updated accordingly.