Get Contact's Information

Article author
Tin Yam Lee - Espiritu
  • Updated

 

 

1. Start by making sure that the Linkedin Integration toggle is turned on in the browser extension window.

Linkedin_Toggle.gif

 

2. Navigate to a contact page that you want to prospect and click on the Flow bubble on the bottom right-hand side.Get_contact_info_bubble.gif

 

3. Click on the arrow next to the Get contact information. You'll be prompted if you want to obtain the contacts direct dial phone number. 

NOTE: Another token will be charged to your account if Flow obtained a direct dial phone number for the contact. The total token cost for the steam is shown before you run a stream.

Get_contact_info_Run_stream.gif

 

5. The results will be shown on the right-hand panel and you can choose to add them directly to your database by clicking on Launch Next Stream. You can add them to:

  • Salesforce
  • Outreach.io
  • Hubspot
  • Salesloft

We chose to add a new contact to Salesforce. The Flow Automation window will open the Salesforce add a contact form, you can then make edits before you save the record. In this example, the contact that we have prospected is already in our database thus notifying us that the record is a duplicate.

Get_contact_info_add_to_sfdc_duplicate.gif

 

 

 

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