The Contact Created trigger enables workflows to automatically activate when a new contact is added to your CRM. With customizable filters, such as tags or custom field data, this trigger provides the flexibility to tailor workflows based on specific criteria.
Adding the Contact Created Trigger #
Start by clicking the Add New Trigger button and selecting Contact Created from the options. This trigger is especially useful for automating actions like adding tags to contacts or sending welcome messages.
Add Filters #
Contact Type #
Use this filter to choose whether the workflow should be activated for only customers or leads.
Email / Phone #
This filter allows you to locate a particular contact to perform specific actions on by entering their email address or phone number in the value field.
Has Tag #
Use this filter to activate workflows only when a contact is assigned a specific tag. Simply select the desired tag(s) from the dropdown, and the workflow will run when a contact matches this tag.
Custom Field #
Click Add Filters, and select the relevant Custom field to trigger the workflow when a contact submits data through a form on your website that collects information via a custom field. This will ensure that the workflow only fires when a contact completes the custom field with the required data.
Once you’ve saved and added your trigger, you can add workflow steps such as sending SMS and/or email and assigning users. Then Publish and save the workflow.
The Contact Created trigger is a great way to automate engagement with new contacts while maintaining efficiency. By using filters like tags and custom fields, you can ensure workflows are personalized and actionable.
Frequently Asked Questions #
When does the Contact Created Trigger fire? #
It fires automatically whenever a new contact is added to your CRM, subject to any filters you apply.
Can I limit the trigger to leads or customers only? #
Yes. Use the Contact Type filter to run the workflow only for leads or only for customers.
Can I trigger only when a contact has a specific tag? #
Yes. The Has Tag filter activates the workflow only when the new contact is assigned the tag(s) you select.
How do custom field filters work with this trigger? #
The Custom Field filter fires the workflow only when a contact submits data through a form that populates the custom field you choose.
What actions can I add after this trigger? #
You can add steps such as sending an SMS or email, assigning users, or adding tags, then publish and save the workflow.
What is a common use case for this trigger? #
A common use is sending a welcome message or applying onboarding tags automatically as soon as a new contact enters your CRM.
