26 docs tagged with "contact"

Learn how to use the Add a note to the contact action to log a note on a contact record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

Learn how to use the Associate a company and contact action to link a company and contact record in the CRM.

Learn how to use the Create a contact action to create a new contact record in your CRM.

Learn how to use the Create a CRM sales task for the contact action to create a task on a contact record.

Learn how to use the Create a user from a contact action to create a Business App user from an existing CRM contact.

Learn how to use the Find contact action to search for an existing CRM contact by field criteria and bring it into scope for downstream steps.

Learn how to use the Get company from contact action to retrieve the company linked to the contact in scope.

Learn how to use the Get contact from company action to retrieve a contact linked to the company in scope.

Learn how to use the Get custom object from contact action to retrieve a custom object record linked to a contact.

Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.

Learn how to use the Pause campaign for contact action to stop an ongoing email campaign for a contact.

Learn how to use the Send a marketing email template to a contact action to send a one-off marketing email.

Learn how to use the Start a campaign for the contact action to enroll a contact in an email campaign.

Learn how to use the Start a Yesware campaign action to enroll a contact in a Yesware email sequence.

Start an automation when a call is logged or updated on a contact record.

Start an automation when a contact is added to a specified CRM list.

Start an automation when a contact record is created or any field on it changes.

Start an automation when a contact is removed from a specified CRM list.

Start an automation when a sales task is created or updated on a contact record.

Start an automation when a sales task on a contact passes its due date without being completed.

Start an automation when a form linked to a contact is submitted.

Start an automation when a meeting activity is logged or updated on a contact record.

Start an automation when a note is added or modified on a contact record.

Start an automation when an email activity is logged or updated on a contact record.

Learn how to use the Update contact action to update fields on an existing CRM contact record.