Identify and update contact 

The “Identify and update contact” action allows you to locate an existing contact using a unique identifier and update its properties. If no matching record exists, the system can automatically create a new contact to keep your database accurate and complete.
 

Set up "Identify and update contact" action node

1. Click on the Identify and update contact action node to open up its node form, which will appear on the right side of the screen

2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Identify by: Select the identifier that you want to use to match a contact (e.g., phone number or email)
  • Value:  Enter or select a flow variable that provides the value for the chosen identifier
  • Update contact property: Select the contact property you want to update and define the new value

• Create contact if none exists: Decide whether to automatically create a new contact when no existing match is found
  • Yes: A new contact will be created in SleekFlow if no record matches the chosen identifier
  • No: The flow will only attempt to update existing contacts. If no matching contact is found, the flow will fail and stop at this step