Who This Is For / When to Use
This update is for users building Workflows that:
Use the Find Contact action
Search by phone number or email
Need to match contacts using non-primary contact information
Use this enhancement when contacts may have multiple emails or phone numbers saved in their record.
What Changed
Previously, the Find Contact action only searched:
Primary email field
Primary phone field
It did not search:
Additional email addresses
Additional phone numbers
Now, you can optionally include additional emails and phone numbers when performing a contact search inside a Workflow.
This prevents missed matches when the submitted phone or email is stored as a secondary value on the contact record.
Why This Matters
Contacts can have:
Multiple email addresses
Multiple phone numbers
If a Workflow searches using a secondary email or phone and additional fields are not included, the system will not find the contact.
This update ensures:
More accurate matching
Fewer duplicate contacts
More reliable automation behavior
How to Enable Additional Email or Phone Search
Go to Automations > Workflows.
Open an existing Workflow or create a new one.
Add or edit the Find Contact action.
Select either:
A Phone field, or
An Email field.
Enable the checkbox labeled to include additional phone numbers or emails.
Save the action.
How It Works
When the checkbox is enabled:
The system searches the primary field
The system also searches all additional stored email or phone entries
If any match is found, the contact is returned
When the checkbox is not enabled:
Only the primary phone or email field is searched
Common Issues and Fixes
Contact not found during workflow execution
Cause: The email or phone exists as a secondary field, and additional search was not enabled.
Fix: Edit the Find Contact action and enable the additional email/phone checkbox.
Duplicate contacts being created
Cause: The system did not match a secondary phone/email and created a new contact.
Fix: Enable additional phone/email search to improve matching accuracy.
FAQ
Does this setting apply automatically to existing workflows?
No. You must manually enable the checkbox inside each Find Contact action where you want secondary fields included.
Does this affect performance?
No. The enhancement only expands the search scope within the same contact record.
Can I enable this for both phone and email searches?
Yes. When searching by phone, you can include additional phones. When searching by email, you can include additional emails.
Will this modify existing contact records?
No. This feature only affects how the system searches for contacts. It does not change stored data.