Introducing Effortless Contact Look-Up: Simplify Your Account Experience

Find Contact Action Simplified: Seamless Contact Tracking for Your Account

Our developers are constantly employing innovative solutions to streamline your account experience. We are excited to announce a recent feature enhancement that revolves around contact finding.

Effortless Contact Look-Up

The improved contact finding feature in your account allows you to easily locate a contact from Inbound Webhook Trigger or custom Marketplace Triggers. You can do this using any of the standard/custom field values. For example, you could use the "Contact ID" or a custom field like "Stripe Customer ID".

Find your contact with ease.

Comprehensive Field Matching

In case multiple fields are configured, the improved action will search for a contact that matches all field values. This ensures absolute precision in your results and saves time on contact searches.

Matching all field values.

Skip Redundancy

An additional exciting feature is that the action will be skipped if a contact is already part of the execution, making the process smarter, effortless and more effective.

Taking Advantage of New Improvements

This enhancement is now available in your account. We are confident it will simplify your workflow and make your contact interaction more efficient. Discover more about these and other features in the FAQ section of our website.

In Case You Missed It

Don't forget to check out the previous announcements on our enhanced workflow management tool at our product updates section. Stay tuned for more updates as we continue to make your account experience better.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.