Branching in Find Contact Action

Branching in Find Contact Action

System Updates
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.

Improved FeatureNew UpdateAutomationWorkflowsFind Contact Action
Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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