Asked by Parbat Singh on Aug 28, 2024
Parbat wants a workflow that triggers when a contact's owner changes, and then calls a third-party API, sending the contact details and the new owner's email address.
Answered by Camille Markentive
Camille suggests setting up a contact-based workflow triggered by 'Contact owner is known' with re-enrollment enabled. This workflow would need a custom code action (requires Operations Hub Pro/Enterprise) to make the call to the third-party API. To get the owner's email address (which isn't directly available as a token), the custom code must first use the Owner ID (available in the workflow) to call the HubSpot Owners API (`GET /crm/v3/owners/{ownerId}`).