Add To Workflow - CRM Actions

Modified on Fri, 05 Aug 2022 at 10:38 AM

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

This action adds a contact to another workflow.

Select Workflow

Select another workflow you want to add the contact to. You can add the contact to any workflow, and even duplicate this step to add the contact to multiple workflows.

Pass Input Trigger Parameters

Toggle on or off to pass input trigger parameter