Action - Find Contact

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

Key Features:

Compatible Triggers:

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

Custom Field Values:

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

External Reference Matching:

Save an external contact reference, such as "Stripe Customer ID," in a custom field. Utilize the "Find Contact" action in an 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

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

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