Skip to content
The Workflow Library
Get the full library

Audit property: record owner change log (who owns what, when it changed)

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Data Hub Professional.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeEvery time a deal's owner changes, a timeline note records who it changed from and to, and a timestamp property tracks when, so ownership history stays visible without opening property history for every deal.
Workflow mapreporting-alerts-035
Deal owner changes leads to Create note: owner changed from previous_owner_snapshot to current owner. Create note: owner changed from previous_owner_snapshot to current owner leads to Set last_owner_change_date = now. Set last_owner_change_date = now leads to Set previous_owner_snapshot = current owner, for next time. Deal owner changes Create note: owner changed from previous_owner_snapshot to current owner Set last_owner_change_date = now Set previous_owner_snapshot = current owner, for next time
Deal owner changes leads to Create note: owner changed from previous_owner_snapshot to current owner. Create note: owner changed from previous_owner_snapshot to current owner leads to Set last_owner_change_date = now. Set last_owner_change_date = now leads to Set previous_owner_snapshot = current owner, for next time. Deal owner changes Create note: owner changed from previous_owner_snapshot to current owner Set last_owner_change_date = now Set previous_owner_snapshot = current owner, for next time

When to use it, when not to

Use it

  • Use it on a portal where deal ownership changes matter for accountability, for example after a rep leaves, a round-robin reassignment, or a manager reallocation.
  • Use it when the team needs a readable "changed from X to Y" trail on the record itself, not only the native property history panel.
Read more on when to use itShow less

Skip it

  • Do not use it on a portal with high-frequency automated owner reassignment (for example a rotation workflow firing many times a day). It will flood the timeline with notes; see Known pitfalls for a throttling approach.
  • Do not treat this as a substitute for HubSpot's own property history, which already logs every owner change with the user who made it; this fiche adds a readable note, it does not replace that audit trail.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 4 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Reporting and alerts spec

Not the workflow you needed?

More in Reporting and alerts

50 specs in this section

See all 50 This category, 39 EUR
FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Stage-entry timestamp properties for pipeline velocity reportingDeal5 steps Timeline note logging on critical property change (audit visibility)Deal2 steps Weekly Slack roundup: deals closed won this week (team wins digest)Deal1 step

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library