Reference multiple contacts in a workflow
L
Lu Leite
If the workflow trigger is "Contact Created," adding a "Find Contact" step currently results in an error: "Only one Contact per Workflow is allowed and one is already being referenced."
Allowing multiple contacts per workflow would open up powerful automation use cases. For example, we could use a template contact as a "data bag"—a placeholder containing fields that are updated by external automation. This would let us search for a contact using a specific field (e.g., "X"), and if it doesn't exist, create a new one.
Currently, importing contacts via external automation can sometimes overwrite existing contact data, such as waiver information. Using a template contact with predefined "waiver template" fields would let us pass in necessary data without the risk of affecting actual contacts. This removes the need for a separate contact lookup step and enables more flexible and safe automation flows.
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C
Cooper Stephenson
I agree, this would be a great feature to have. We have contacts going through our automation, and we want at a certain stage, if we choose, for these contacts to be brought back to the start, and linked to the data they were previously carrying from the other triggers, however the find contact step is being skipped due to the contact already being in the workflow