Automatically make Hubspot Deal owner to be a new document owner
AdminValeryia Baranava (Admin, PandaDoc) commented
"When I click on the Pandadoc integration in HubSpot to create a new document it automatically assigns me as the document owner...
I know how to manually transfer the ownership to another user...
However, is there a way that the document can be set up to be assigned to the HubSpot deal owner?
Now it is automatically assigned to whoever creates the document"