Overview

This article explains how to use workflow actions to automatically manage contact followers. The two key actions are "Add Contact Followers" and "Remove Contact Followers," which streamline the process of handling followers within your workflows.

Steps

Step 1: Select the Workflow Action

Access the "Add Contact Follower" or "Remove Contact Follower" action from the "Contact" category in your workflow builder.

Step 2: Add Followers to a Contact

Use the "Add Contact Follower" action to automatically assign followers to contacts through your workflow.

Step 3: Remove Followers from a Contact

The "Remove Contact Follower" action allows you to either:

• Remove specific followers from a contact
• Remove all followers at once using a toggle feature

Key Features

• Automates follower management within existing workflows
• Enhances operational efficiency for managing contact followers
• Offers flexible options for both adding and removing followers

Related Resources

The article references related topics including:

• Contact and Opportunity Followers overview
• Workflow actions documentation
• Bulk workflow contact management