Action - Find Contact

Find Contact action is a dynamic feature designed to search for contacts based on specific criteria within the workflow builder.

Key Features:

Compatible Triggers:

Utilize the "Find Contact" action with Inbound Webhook Triggers or Marketplace Triggers containing relevant contact data. The action automatically skips execution if the contact is already part of the workflow.

Custom Field Values:

Search for a contact using standard or custom field values. Configure multiple fields for a comprehensive search, ensuring a match for all specified field values.

External Reference Matching:

Store an external contact reference, such as "Stripe Customer ID," in a custom field. Employ the "Find Contact" action in Inbound Webhook Trigger or Custom Marketplace Trigger to locate the contact using the stored reference.

How to Use the "Find Contact" Action in CRM Workflow Builder:

Insert "Find Contact" Action

Add the "Find Contact" action at the identified points within the workflow.

Select Field

Specify the criteria for contact search by configuring standard or custom field values.