The "Contact Lookup" feature is a versatile tool within the workflow builder, enabling the search for contacts based on defined parameters.

Key Aspects:

  • Trigger Compatibility: The "Contact Lookup" function is designed to work seamlessly with triggers such as Inbound Webhooks or Marketplace Triggers that include relevant contact information. If a contact is already part of the workflow, this function automatically bypasses further execution.
  • Field-Based Search: This feature allows for searching contacts using both standard and custom field values. You can configure multiple fields to conduct a thorough search, ensuring that all specified criteria are met.
  • External Reference Matching: You can store an external reference, like a "Stripe Customer ID," in a custom field. The "Contact Lookup" function can then be used in conjunction with an Inbound Webhook Trigger or a Custom Marketplace Trigger to find the contact associated with that external reference.

Steps to Implement "Contact Lookup" in CRM Workflow Builder:

  1. Insert the "Contact Lookup" Function Integrate the "Contact Lookup" function at the necessary points within the workflow.

  2. Configure Search Criteria Set the search parameters by defining the standard or custom field values.