If you manage customer, company, or other custom information for your small business, being able to quickly find and use those records can save you time and help keep everything organized. This guide helps you understand how to automatically search and work with your existing records directly within your CRM, so you don’t have to hunt for details manually.

📌 Why This Matters

Finding the right contact, company, or custom record quickly means you can update customer details, associate related information, or make decisions faster. This reduces errors, avoids duplicates, and ensures you use the most accurate data when responding to customers or managing operations.

✨ What’s New

• Search Existing Records: Easily match records based on unique fields like Record ID, External ID, or even specific attributes such as Company Domain or a Vehicle Identification Number (VIN).
• Smart Tie-Breaking: When there are multiple matches, you can choose to work with either the earliest or the latest record for clarity and consistency.
• Flexible Filters: Set up multiple conditions using AND logic so your searches are precise and tailored to your needs.
• Outcome Branching: Automatically handle what happens if a record is found or not, allowing your processes to adapt accordingly.
• Automatic Step Skipping: If your workflow already starts with the object you’re searching for, the system will skip the find step to keep things smooth.

🛠️ How to Use It

1. Step 1: Add the action to find a company or custom record within your workflow.
2. Step 2: Start your workflow with an inbound webhook trigger—this brings in data from external sources that will be used to match your records (for example, specific fields like a customer’s name or domain).
3. Step 3: Set up your filters:
   • Left side: Choose the field in your record to match.
   • Right side: Use the webhook data brought in or a fixed value to compare against.
4. Step 4: Choose whether to pick the earliest or the latest matching record if there are multiple options.
5. Step 5: Define what happens next depending on whether a record was found or not, allowing your workflow to branch accordingly.

💡 Pro Tip

Using precise record matching in your CRM helps you respond faster to customers with up-to-date information, saving time and helping increase satisfaction and loyalty.