Find contact

Find contact searches for an existing contact record in your CRM based on field criteria you define. When a match is found, the contact is brought into scope so downstream steps can act on it: send an email, assign an owner, add to a list, or branch based on whether a match was found.

This works the same way as Find company but searches contact records instead.

How it works

1. You define one or more search fields, each with a contact field, a comparison operator, and a value
2. If you add multiple search fields, you choose whether all criteria must match (AND) or any criterion is enough (OR)
3. When the automation runs, the step searches your CRM for contacts matching those criteria
4. The step outputs whether a match was found and brings the contact into scope
5. If multiple contacts match, the most recently created contact is used

Set up the action

1. Open the automation builder and add a new step
2. Under Businesses, select Find contact
3. Configure the search fields:

Define search criteria

For each search field, provide:

Field	Required	Description
Contact field	Yes	The CRM contact field to search on (e.g., Email, Name, Phone).
Operator	Yes	The comparison operator (e.g., "is", "contains", "starts with").
Value	Yes	The value to match against. Can be a static value or dynamic content from a previous step.

• Click + Add additional fields to add more criteria
• Click the X button to remove a criterion

tip

Use Add dynamic content to insert values from a previous step. Dynamic values are resolved at runtime, so the search always uses the actual data.

Outputs

After the step runs, three values are available to downstream steps:

Output	Description
Contact	The matched contact record, brought into scope for contact-scoped steps.
Found	true if at least one contact matched the criteria, false otherwise.
Multiple Found	true if more than one contact matched. The step uses the most recently created match.

Use Found and Multiple Found in an If/else step to branch your automation based on the search result.

Tips

• Start specific, broaden if needed: searching on email gives the most reliable single match
• Branch on the result: add an If/else step after to handle found vs. not-found scenarios separately
• Handle multiple matches: check Multiple Found to flag duplicates if your criteria could match several contacts

Related resources

• Actions overview: Browse all available actions
• Find company: Search for a company by field criteria
• Find custom object: Search for a custom object by criteria
• Logic & flow control: If/else branches, delays, and jump steps
• Creating and configuring automations: Build and configure workflows