The Contact Changed workflow trigger fires whenever a contact's details are updated. Pairing it with filters lets you narrow it down to specific changes, such as Tags, Do Not Disturb status, or Custom Fields. It automates actions or notifications to keep your team informed and your contact records accurate.

Adding the Contact Changed Trigger

Click on Add New Trigger and select Contact Changed. This trigger lets you stay on top of contact updates and automate responses based on specific changes.

Adding Filters

Click on "Add Filters". Under Standard Fields, you can choose from Assigned User, Contact Details, DND, and Tag. Here's what each one does.

Assigned User

Use the Assigned User filter to target contacts attributed to a specific team member as their main point of responsibility. Once selected, pick an operator: "Has Changed" for any update, or "Has Changed To" if you want to specify a particular user.

DND

DND is an opt-out for contacts who want to be removed from all communication services. This typically happens when a customer requests to unsubscribe. Once selected, pick an operator: "Has Changed" for any update, or "Has Changed To" so the workflow triggers when the DND status changes to a specific option.

Tags

The Tags filter lets you trigger a workflow only when a tag is added to or removed from a contact. Select Added or Removed, then choose the specific tag from the dropdown.

Contact Details

Several filters fall under this category. They all relate to details that affect how you communicate with contacts, split into three groups:

  • Contact Type: Defines the contact's relationship in your system, for example whether they are a lead or a repeat customer.
  • Contact Details: Contains the contact's phone number and email address, the channels you use to reach them.
  • Contact Address: Covers changes to the contact's address, including country, state, city, street address, and postal code.

Once you've added any of these, select the operator: "Has Changed" for any update, or "Has Changed To" if you want to specify a new value.

After setting your filters, remember to Save the Trigger.

The Contact Changed trigger simplifies contact management by automating actions based on updates to contact details. Using filters like Assigned User, DND, and Tags, you can keep your workflows accurate, improve team communication, and maintain up-to-date contact records.