This article provides an in-depth explanation of the "Find Contact" workflow action, a powerful tool designed to automate contact searches within your CRM. You’ll learn what this action does, its key benefits, how to configure it step-by-step, and real-world use cases. Finally, we address common questions to help you maximize its potential.

TABLE OF CONTENTS

• What is Find Contact Workflow Action
• Key Benefits of Find Contact Workflow Action
• Configuring the "Find Contact" Workflow Action
  • Name Your Action
  • Select Fields
  • Standard Fields
  • Custom Fields
• Use Cases
• Frequently Asked Questions

What is Find Contact Workflow Action

The Find Contact workflow action enables you to automatically search for and identify a contact in your database using specified criteria, such as standard or custom fields. This action is great for ensuring accurate and personalized interactions by checking if a contact already exists before moving forward with other workflow steps. It’s flexible enough to work with different triggers, making it an essential tool for keeping your data organized and your workflows running smoothly.

Key Benefits of Find Contact Workflow Action

• Enhanced Workflow Efficiency: Automates the contact search process, saving time and reducing manual errors.
  
  
• Flexible Search Capabilities: Supports standard and custom fields, allowing precise and tailored contact searches.
  
  
• Dynamic Integration: Compatible with a wide range of triggers including Form Submitted, Survey Submitted, Inbound Webhook, and Marketplace Triggers
  
  
• Advanced Matching: Includes external reference matching, enabling searches based on custom identifiers like “Stripe Customer ID.”
  
  
• Improved Customer Engagement: Ensures accurate targeting for communications and follow-ups, enhancing customer interactions.

Configuring the "Find Contact" Workflow Action

Follow these steps to configure the "Find Contact" action in your workflow.

Access Workflow Settings

Navigate to the workflow builder inside "Automation" section in your CRM. Create a new workflow from scratch or select the existing workflow where you want to implement the "Find Contact" workflow action.

Add a New Action

Click “+” icon and select "Find Contact" action from the dropdown menu.

Name Your Action

Provide a descriptive name, such as “Find Contact by Email.”

Selecting Standard Fields

Options include First Name, Last Name, Email, Phone, and more.

Selecting Custom Fields (optional)

If you haven't already created the custom field, Add unique fields such as “Customer ID” or “Subscription Tier.” If you have them already, Just scroll down to find the Custom Fields you have created within the system.

Configure Triggers

Pair the action with triggers like "Inbound Webhook" to activate it dynamically.

Test and Save

Validate the configuration using test data to ensure accuracy. Save the action once the setup is complete.

Publish the Workflow

Enable the workflow to automate the contact search process effectively.

Frequently Asked Questions

Q. What happens if the contact is not found?

Once the Find Contact action is configured it creates a branch, one for "contact found" and one for "contact not found". You can create whichever actions are appropriate on the "contact not found" branch.

Q. How does external reference matching work?

You can store external identifiers, such as a “Stripe Customer ID,” in a custom field. The Find Contact action uses this field to locate the corresponding contact in the CRM.

Q. Can I combine this action with other workflow actions?

Absolutely. The Find Contact action can be paired with other actions like “Send Email” or “Update Contact” to create complex workflows.

Q. Can I use multiple fields for the search?

Yes, you can configure multiple fields to refine the search criteria. All specified field values must match for the action to locate the contact (ex: this AND this AND this).

Q. Can I use other triggers?

In addition to the Inbound Webhook trigger you can pass the necessary merge fields in through a custom App Marketplace trigger (these are Premium triggers created by 3rd party developers to support their App Marketplace apps).