Sideline Strategy: The Ownership Alignment Automation Rule

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Salesloft·136 views · May 2025

Clips

1. 0:482:51Set up Ownership Alignment for People recordsShows how to configure an automation rule that triggers when a CRM owner ID changes, ensuring the Salesloft person record owner updates to match.Salesloft· Sync leads to CRM
2. 3:371:13Set up Ownership Alignment for Account recordsDemonstrates setting the criteria and actions for account-level ownership synchronization between Salesloft and the CRM.Salesloft· Sync leads to CRM