What does this automation do?
A new deal looks up its owner and takes one of two paths — straight to that rep in a direct message, or into an unassigned queue with a task waiting.
What can you do with it?
- Tell the right rep about their deal without a manual hand-off
- Catch a deal that arrived with no owner on the same day
- Keep assignment mechanical, so nothing waits for the pipeline review
The Steps
This automation runs in 3 steps:
- When HubSpot — New Deal
- Then HubSpot — Get Owner by Email
- Then Branch — The deal already has an owner: Update Deal, Send Direct Message · No owner yet: Add Task, Assign Task
Who is this automation for?
Built for sales operations teams keeping an ownerless deal from sitting still. A new deal looks up its owner and takes one of two paths — straight to that rep in a direct message, or into an unassigned queue with a task waiting.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Deal" from HubSpot.
- Add the action "Get Owner by Email" from HubSpot.
- Add a Branch step: Branch — The deal already has an owner: Update Deal, Send Direct Message · No owner yet: Add Task, Assign Task.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.