Find Contact in LionDesk via E-mail

[calebhanson]

Hi Team! You previously added a LionDesk action to find a contact via phone number. Is there one available to find a contact by e-mail address? I want to be able to have the workflow check to see if the contact is already in LionDesk. I will create different routes depending on whether or not the contact already exists and whether or not the e-mail address or phone number is missing if it already does exist. Thanks!

 

[Pabblymember11]

Hey @calebhanson

We have added the "Search Contact via Email" action step in terms to search the contact from email.

I hope this might help you out.

 

[calebhanson]

Hey @calebhanson

We have added the "Search Contact via Email" action step in terms to search the contact from email.

I hope this might help you out.

View attachment 20583

Thanks so much!