TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• How to Configure
• Example

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

Step 2:  #

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

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.