With the “Update an account owner” feature, you can change the account owner. Find this option in the CRM part of the triggers menu.
Understanding the "Update an account owner" feature
As contacts go through this process, their associated account's ownership changes. You'll see this update on the Account record and Accounts overview page.
A note gets added to the Account record too:
“Account owner was updated to [Account Owner’s Name] by automation [Automation Name].”
This message is sent from the Admin user of the account.
Key points before using this feature:
It only works with Contact-related triggers
You need access permissions for automations to use this action.
How to activate the "Update an account owner" automation action
Select “Automations” from the left menu.
Find the automation you need to modify and press the “Edit” button. Or, you can hit the “Create a new automation” button if you want to make a fresh one.
Pick the “CRM” option in the “Actions” menu.
You'll see many actions. Pull the “Update an account owner” action into your automation.
Configure the “Update an account owner” action block:
Choose the new account owner
Tap the “Save” button
Once you're set to deploy the automation, switch it to “Active” so contacts can access it.
