The Contact Created trigger enables workflows to automatically activate when a new contact is added to your CRM. With customisable filters, such as tags or custom field data, this trigger gives you 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 lets you 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 keeping things efficient. By using filters like tags and custom fields, you can ensure workflows are personalised and actionable.