Node: Assign deal owner

The Assign deal owner node is the CRM counterpart of the agent-assignment node: instead of distributing conversations, it distributes ownership of a deal across your sales team. Use it to automate rules like "every new deal is split round-robin among active reps" or "if a deal has no owner, assign it by workload."

When to use it

• In a flow triggered by deal creation, to route incoming leads without manual work.
• In a maintenance flow, to reassign orphaned deals (for example after a rep leaves the team).

Configuration

• Action: what to do with the deal.
• Automatic (default): picks a rep based on the configured logic.
• Assign user: sets a specific rep as owner.
• Unassign: clears the deal's owner.
• User (only with "Assign user"): the target rep. The system checks the user belongs to the same workspace; otherwise the node returns a controlled error.
• Logic (only with "Automatic"): Round robin (default), Load balance (the rep with fewer open deals), or Manual (assigns no one).
• Deal: defaults to the deal that triggered the run; you can target another one by ID when the flow doesn't start from a deal.

Example

Flow "Auto lead routing": trigger Deal created → Assign deal owner node with Action="Automatic" and Logic="Round robin". Every new deal goes to the next rep in rotation, respecting time-off and shift schedules configured for the team.

Tips

• The rotation pointer is shared with conversation routing, so a rep who is off-shift won't receive new chats or new deals either.
• If the flow has no deal in context (e.g. triggered by an event unrelated to the CRM), the node skips silently instead of failing.

Troubleshooting

• "Automatic" doesn't assign anyone: there may be no eligible reps (all off-shift or filtered out) — check the team's schedules.
• "User not in workspace" error: the user picked for "Assign user" doesn't belong to this account; reselect it from the list.