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.
