Branching in Find Contact Action

Branching in Find Contact Action

system update
February 19, 2025•1 min read

The Find Contact Action got an upgrade for your convenience! Now, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the total results found. Sound interesting? Let’s give it a look!

⭐️How Will These Changes Affect You:

Default Branches: The new “Find Contact” Actions will include a branching setup by default, allowing you to define distinct paths based on the results.

a

Switch Option: For the existing “Find Contact” actions, you can switch to the new flow, allowing you to keep older workflows intact if desired.

b

⭐️How To Switch From The Existing Find Contact Action?

If you are interested in updating your workflows with a Find Contact action these will be the steps to follow. Keep in mind that this update can’t be undone.

  1. Navigate to the Workflow tab inside the Automation section and access the desired workflow.

    1

  2. Click the Find Contact action to open its settings.

    2

  3. Click Enable Branching.

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  4. Confirm the change.

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There you have it, now you can identify contacts from your database and create specialized paths that allow you to improve your contact management and automation process.

automationworkflowsworkflowfind contact actioncontactaction
Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

Melodies Business Solutions

Melodies Business Solutions, co-founded by Melodie Cole and Angela Bryant, empowers businesses with innovative customer relationship management (CRM) solutions tailored to enhance client engagement and streamline operations. The company’s all-in-one platform integrates features like automated marketing campaigns, appointment scheduling, and unified communication hub to help businesses achieve excellence. Their core values—integrity, commitment, value-centric service, and support—drive a culture of trust, dedication, and meaningful impact. Melodies Business Solutions is committed to inspiring entrepreneurs by providing them with the tools and support needed to build successful businesses through innovative automation and personalized service.

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