Use a Workflow to Add or Remove Contacts from Boards

You can use Workflow Actions to Add Contacts to Boards or Remove them from one or All Boards.

Add a Contact to a Board using a Workflow

1. In your Workflow, click Add Step and Choose Put on Board.

2. Choose the Board and Column to Add the Contact.

If the contact already exists on the Board, it will be moved to the selected column.

This will add the step to your Workflow.

Remove a Contact from a Specific Board with a Workflow

1. Go to your Workflow and Add a Step. Choose Remove from Board.

2. Choose the Board you want the Contact Removed from. Click Save.

Remove a Contact from All Boards with a Workflow

1. Go to your Workflow and Add a Step. Choose Remove from All Boards.