Add people

The Add Persons (add_persons) operation allows associating one or more people to an existing organization in the system, facilitating relationship management and contact segmentation within co

🎯 What does this operation do?

This operation links new people to a specific organization in the system, ensuring that everyone involved is correctly registered.

✅ Person's name ✅ Email ✅ Phone ✅ Position ✅ Person's status within the organization

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📂 How to Configure the "Add People" Operation

1️⃣ Access the Component

1. In Hablla Studio, open the automation flow where you want to add people to an organization.

2. Add the Organizations block.

3. In right side panel, select the operation "Add People".

2️⃣ Fill in the Required Fields

• Organization ID → Unique identifier of the organization that will receive the new people.

• People IDs → List of IDs of the people who will be associated with the organization.

3️⃣ Save the Configuration

After filling in the required fields, click the "Save" ✅.

Now, whenever this automation is triggered, the people will be added automatically to the specified organization.

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📌 Usage Example in an Automation Flow

📊 Scenario: You want to create a flow where, when registering a new business lead, it is automatically linked to an organization.

1. Block 1 → Capture a new lead via form.

2. Block 2 → Search the organization by CNPJ or Name.

3. Block 3 → If the organization exists, add the lead as a linked person.

4. Block 4 → If the organization does not exist, create it automatically and add the lead.

Result: 🚀 All leads will be correctly linked to the organizations within the CRM!

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🎉 Conclusion

The operation Add People to an Organization in Hablla Studio allows you to manage contacts efficiently, ensuring that relationships between companies and people are always up to date.

If you need more support, contact our team! 🚀