Add_Remove Contact Follower Workflow Actions

Add_Remove Contact Follower Workflow Actions

Software Updates

May 8, 2024 ● 2 min read

Add_Remove Contact Follower Workflow Actions
A small marketing agency uses the CRM to manage client contacts. With Automated Follower Management, they can automatically add or remove followers based on specific criteria, such as engagement level or lead status, streamlining their contact management process and ensuring that clients receive relevant updates without manual intervention.
Add_Remove Contact Follower Workflow Actions: This feature allows businesses to automate the process of adding or removing followers from contacts, eliminating manual tasks and enhancing efficiency within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Streamlined processes: Users can seamlessly integrate actions to add or remove followers from contacts within workflows, reducing manual intervention and saving time.

  • Enhanced organization: Automated follower management ensures that contacts are consistently updated with relevant followers, keeping the CRM database organized and up-to-date.

  • Improved efficiency: By automating follower management, users can focus on more strategic tasks, leading to increased productivity and better utilization of resources.

⭐️ How To Use Add_Remove Contact Follower Workflow Actions:

  1. Access the Automation tab from the left navigation menu. Go to Workflows > + Create Workflow.

  2. Choose a template or start from scratch.

  3. In the Actions list, you can see the newly added Actions Add/Remove contact followers.

  4. You can add a required contact follower using the Add contact followers action.

  5. Similarly, you can remove a required Contact Follower by using the Remove Contact Follower action. Utilize the toggle to remove all followers from a contact.

This feature simplifies contact management processes, enhances organization, and boosts overall efficiency, empowering users to focus on core business activities and drive growth effectively.

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