Find a Contacts Email and Phone number

Article author
Tin Yam Lee - Espiritu

Overview

The Salesforce integration is one integration included in the browser extension. Use the Find a Contact's Email and Phone number Stream to obtain a contact's email or phone number.

 

1. Start by making sure the Salesforce integration toggle is turned on in the browser extension window.

toggle.gif

 

2. Navigate to a contact in Salesforce and click on the Flow bubble that appears in the bottom, right-hand corner. This will show you the automated Streams that are available for your integration. 

find_email_bubble.gif

 

3. To find obtain the contact's phone number or email click on Find Email & Phone Number Stream. You'll be prompted to confirm a couple of the contact's information and click 'Run Stream'. 

 

NOTE: The total token cost for the steam is shown before you run a stream.

runstream.gif

 

4. A panel on the right-hand side of the screen will appear and display your results. You can update the record in Salesforce by clicking on Update Record. Flow will automatically update the contact in another window. If your Salesforce instance requires you to input additional information before saving a contact, you may need to do so in that separate window. 

update_contact_find_email_a_nd_phone.gif

 

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