Delete Contact Workflow Action Live

Delete Contact Workflow Action Live

Software Updates

January 10, 2024 ● 2 min read

Delete Contact Workflow Action Live
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.

  1. Start from scratch or use a template.

  2. Add the Actions like Emails/Sms before adding the “ Delete Contact “ action from the actions list.

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

  4. Now select delete contact from the actions list.

  5. After naming your action, click on “Save”.

    Use Cases:

    Auto deleting spam contacts.

    Delete contact using inbound webhooks or custom webhooks.

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