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Workflow Actions - Add Contact Follower

TABLE OF CONTENTS Overview Action Name Action Description How to Configure Example Overview Utilize the workflow action "Add Contact Followers" to add…

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On this page
  1. Overview
  2. Action Name
  3. Action Description
  4. How to Configure
  5. Step 1:
  6. Select workflow action - "Add Contact Follower" in the "Contact" Category
  7. Step 2:
  8. Use the "Add contact Follower" action to add one or more followers to a contact
  9. Example

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

Select workflow action - "Add Contact Follower" in the "Contact" Category (image 1 of 2) What this shows Select workflow action - "Add Contact Follower" in the "Contact" Category What this shows Illustrates the "Select workflow action - "Add Contact Follower" in the "Contact" Category" section of "Workflow Actions - Add Contact Follower". This screenshot appears in the "Select workflow action - "Add Contact Follower" in the "Contact" Category" section of "Workflow Actions - Add Contact Follower". The text alongside this image reads: Select workflow action - "Add Contact Follower" in the "Contact" Category. Immediately after, the guide continues: Use the "Add contact Follower" action to add one or more followers to a contact. Image 1 of 2 What to chooseSelect workflow action - "Add Contact Follower" in the "Contact" Category Next stepUse the "Add contact Follower" action to add one or more followers to a contact

Step 2: 

  • Use the "Add contact Follower" action to add one or more followers to a contact

Use the "Add contact Follower" action to add one or more followers to a contact (image 2 of 2) What this shows Use the "Add contact Follower" action to add one or more followers to a contact What this shows Illustrates the "Use the "Add contact Follower" action to add one or more followers to a contact" section of "Workflow Actions - Add Contact Follower". This screenshot appears in the "Use the "Add contact Follower" action to add one or more followers to a contact" section of "Workflow Actions - Add Contact Follower". The text alongside this image reads: Use the "Add contact Follower" action to add one or more followers to a contact. Immediately after, the guide continues: Scenario: Sales Team Collaboration. Image 2 of 2 What this coversUse the "Add contact Follower" action to add one or more followers to a contact Next stepScenario: Sales Team Collaboration

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.


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