Get Contact's Information

Tin Yam Lee - Espiritu
Tin Yam Lee - Espiritu
  • Updated

 

Overview

Learn how to get contact information via the 'Get more information Stream'.

 

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

Turn_on_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. Click on 'Find Emails & Phones', the flow stream will run and find the contact details.

find_email_and_phone.gif

3. Click on the arrow next to the Find Emails & Phone

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 running a stream.

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

  • Salesforce
  • Outreach.io
  • Hubspot

Note: When adding the contact to Salesforce, Outreach, or Hubspot if you like to add the contract

If you 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. 

add-contact-to-salesforce.gif

 

 

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