TABLE OF CONTENTS
Overview
Utilize the workflow action "Add Contact Followers" to add followers for a contact automatically. This action can be added to your existing workflows enhancing the ease of managing followers for your business
Action Name
Add Contact Follower
Action Description
The Add Contact Follower action enables users to add one or more followers to a contact's profile.
How to Configure
Step 1:
Select workflow action - "Add Contact Follower" in the "Contact" Category
Step 2:
Use the "Add contact Follower" action to add one or more followers to a contact
Example
Scenario: Sales Team Collaboration
Objective: User wants to assure that whenever a contact has submitted a Form, a follower is assigned to it.
Workflow Steps:
Trigger:
- Form Submitted - The workflow is initiated when a high-value lead is created in the system.
Action:
- Add Contact Follower - The Add Contact Follower action is added to the workflow and the follower is selected from the dropdown.
Outcome:
- When a high-value lead is created, both the sales representative and the account manager are automatically added as followers.