Latest Updates To Pinnacle Ai CRM

blog image

Delete Contact Workflow Action Live

February 01, 20241 min read

Revolutionize your contact management with our CRM's latest Workflow Builder update – the eagerly awaited "Delete Contact" feature is here! Experience enhanced flexibility as workflows are no longer tied to specific contacts, allowing you to effortlessly delete contacts directly from the system, ensuring a streamlined and efficient small business experience.

Delete Contact Workflow Action Live: Introducing the latest enhancement on our CRM's Workflow Builder – the ability to delete contacts! Now, workflows are no longer tied to specific contacts, allowing you to seamlessly delete contacts directly from the system.

⭐️ Why Does It Matter To Your Business?

  • Effortless Contact Management: Easily delete contacts from your CRM, streamlining your database and ensuring accurate and up-to-date customer information.

  • Workflow Flexibility: Decoupling workflows from contacts provides greater flexibility, allowing you to perform actions, such as deleting contacts, without the need for them to be part of a specific workflow.

  • Time-Saving Efficiency: Save time and enhance efficiency by managing contacts directly within the Workflow Builder, simplifying the contact deletion process.

⭐️ How To Delete Contact Workflow Action Live: To start using this feature, follow these straightforward steps:

  1. Navigate to the left navigation menu Automation > Workflows then click on "+ Create Workflow" or edit an existing one.

    A screenshot of a computer

Description automatically generated
  • Start from scratch or use a template.

    A screenshot of a computer screen

Description automatically generated
  • Add the Actions like Emails/Sms before adding the “ Delete Contact “ action from the actions list

    .

  • You can use the "Delete Contact" action only at the end of a workflow. To add the action, click on the “+” button.

    A screenshot of a computer

Description automatically generated
  • Now select delete contact from the actions list.

    A screenshot of a computer

Description automatically generated

After naming your action, click on “Save”.

A screenshot of a computer

Description automatically generated

Use Cases:

Auto deleting spam contacts.

Delete contact using inbound webhooks or custom webhooks.

contact workflowlive
blog author image

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.

Back to Blog

Feature Showcases

Articles & Updates

Our Company

© Copyright Pinnacle Ai 2024

Special Pricing Disclaimer: The special pricing advertised on our website is exclusively available to new subscribers only. This offer is not applicable to existing subscribers or previous members. By subscribing as a new member, you agree to the terms and conditions of this promotional offer. We reserve the right to determine the eligibility of subscribers for this special pricing. Any attempt to circumvent this condition may result in the cancellation of the subscription and/or the special pricing. We appreciate your understanding and cooperation in maintaining the integrity of this promotion.

Ai Content Notice: The content available on this website, including any sub-domains, provided by Pinnacle Ai, may be created or assisted by artificial intelligence (AI). Although our AI writing assistant aims to produce high-quality and engaging content, Pinnacle Ai makes no representations or warranties, express or implied, as to the accuracy, reliability, or completeness of any AI-generated or AI-assisted content. The information may contain inaccuracies or typographical errors. We strongly advise users to independently verify any information obtained from our website before relying on it. Pinnacle Ai expressly disclaims all liability for any errors, inaccuracies, or omissions in the AI-generated content, and for any reliance placed by you on such content. Your use and interpretation of the AI-assisted content are at your own risk, and you are solely responsible for any decisions or actions you take based on this content.

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.