Action - Find Contact
TABLE OF CONTENTS
Overview
The "Find Contact" action allows you to search for a contact with matching values in your database. This action is useful for locating specific contacts based on predefined criteria and ensuring that you can manage your interactions and communications effectively.
Action Name
Find Contact
Action Description
The "Find Contact" action enables you to search for a contact in your database using specified fields. If the contact exists, it can be used in subsequent workflow steps to ensure accurate and targeted interactions.
Action Details
Step-by-Step Guide
Choose the Action Type: Select "Find Contact" from the list of available actions.
- Name Your Action: Enter a descriptive name for the action, such as "Find Contact."
- Select Fields: Choose the fields that you want to use to search for the contact. You can select from standard fields or custom fields if any are available.
Configuration Table
| Value | Description | Mandatory |
| Action Name | Enter a name for your action, e.g., "Find Contact." | Yes |
| Fields | Select the fields to search for the contact. | Yes |
The "Find Contact" action supports the following fields:
| Field Name | Description |
| Business Name | The name of the contact's business. |
| City | The city where the contact is located. |
| Contact Source | The source from which the contact was obtained. |
| Contact Type | The type of contact (e.g., customer, lead). |
| Country | The country where the contact is located. |
| Date of Birth | The contact's date of birth. |
| DND | Do Not Disturb status for the contact. |
| The contact's email address. | |
| First Name | The contact's first name. |
| Full Name | The contact's full name. |
| Last Name | The contact's last name. |
| Phone | The contact's phone number. |
| Postal Code | The postal code where the contact is located. |
| State | The state where the contact is located. |
| Street Address | The street address where the contact is located. |
| Timezone | The timezone of the contact. |
Example
Finding a Contact for Follow-Up Communication
Scenario: A sales team wants to find a contact in the CRM based on the business name provided in a recent web form submission, ensuring
that follow-up communication is sent to the correct contact.
Action Setup:
- Action: Find Contact
- Name: Find Contact by Business Name
- Fields:
- Business Name: Use the value from the web form submission to search for the contact.
Workflow Actions:
- Find Contact: Search for the contact in the CRM using the business name provided in the web form.
- Send Email: If the contact is found, send a follow-up email to the contact.
- Internal Notification: Notify the sales team about the follow-up action.
Outcome: This automation ensures that the sales team can quickly locate the correct contact based on the business name and initiate timely follow-up communication, improving response rates and customer engagement.
