The “Find Contact” action is an essential feature that enables you to search for contacts based on specific, customizable criteria. This dynamic tool enables simplified contact management and targeted automation, enhancing the efficiency of workflows by quickly locating the right contacts based on key data points. For more advanced use cases, the “Find Contact” action can be configured to match contacts based on an external reference, such as a Stripe Customer ID stored in a custom field. This enables the search of contacts linked to external systems through Inbound Webhook or Custom Marketplace Triggers.
How It Works #
Insert the “Find Contact” Action #
To begin, add the “Find Contact” action at the appropriate point within your workflow. This step ensures that the action is executed when needed in the automation process.
Action Name #
Update the action name to reflect its purpose.
Add Field #
Specify the search criteria by selecting the relevant standard or custom field values. Configure multiple fields to ensure the search returns only contacts that match all specified criteria, providing highly targeted results.
Email & Phone Fields #
When adding an email or phone field, you can select the checkbox below it to include additional phones or emails.
Once you have added all the relevant fields, save the action to add it to the workflow.
If branching is enabled, you can define distinct paths depending on whether a contact is found. All subsequent actions will follow the ‘Contact Found’ branch accordingly.
By leveraging this feature, you can automate the search for specific contacts based on predefined criteria, ensuring that your workflows are both efficient and effective. Whether you are working with internal data or external references, this feature provides a seamless way to manage and segment your contacts.
Frequently Asked Questions #
What does the Find Contact action do? #
It searches for contacts based on customizable criteria, helping you locate the right contacts quickly for targeted automation.
Can I match contacts using an external reference? #
Yes. You can configure it to match contacts based on an external reference, such as a Stripe Customer ID stored in a custom field, useful with Inbound Webhook or Custom Marketplace Triggers.
How do I narrow the search to exact matches? #
Configure multiple fields so the search returns only contacts that match all specified criteria, producing highly targeted results.
Can I search by additional emails or phone numbers? #
Yes. When adding an email or phone field, select the checkbox below it to include additional phones or emails.
What happens if branching is enabled? #
You can define distinct paths depending on whether a contact is found, and subsequent actions follow the ‘Contact Found’ branch accordingly.
Where should I place this action in the workflow? #
Add it at the appropriate point in your workflow so it executes when you need to locate a contact during the automation.
