The Create Contact workflow action lets you automatically create new contact records or update existing ones based on criteria you define. Whether you're onboarding new clients, capturing web leads, or syncing data from third-party platforms, it keeps your data flowing and your team working efficiently.

📌Note: This action only works with contactless execution methods like "Inbound webhook".

Key Benefits of the Create Contact Action

  • Improved Data Accuracy: Keeps contact records up to date, reducing errors and preventing duplicates.
  • Streamlined Processes: Takes the manual work out of adding or updating contact details, saving time and resources.
  • Enhanced Communication: Keeps your information accurate so you can follow up promptly and message contacts in a relevant way.
  • Customisable Fields: Supports both standard and custom fields, giving you flexibility to match your specific business needs.

How to Configure the Create Contact Workflow Action

Go to the workflow builder in the automation section of the CRM, then create a new workflow or open an existing one where you want to apply the Create Contact action.

Next, click the "+" icon and select Create Contact from the Contact section.

Optionally, update the action name to keep your workflow easy to read.

Next, configure the data fields to be used during contact creation or updates:

  • Standard Fields: First Name, Last Name, Email, Phone, Address, etc.
  • Custom Fields: Include fields like Membership ID, Referral Source, or any organisation-specific attributes.

📌Note: You must include either the email or phone number as a contact identifier.

After configuring each field, click Save to confirm your settings.

Finally, use test data to check the workflow is working correctly. Once you're happy, enable the Publish toggle to make it live.

The Create Contact workflow action is a practical tool for automating and scaling your contact management. By keeping data accurate and connecting with your other automation tools, it helps your team work more efficiently and deliver a more personalised experience to contacts. Use it to improve your lead handling, customer onboarding, and overall CRM setup.

Common Use Cases

Updating Contact Records After External Store Purchases

  • Scenario: Sync CRM data with customer purchase activity.
  • Fields: Full Name, Email, Purchase History (Custom Field).
  • Outcome: Contact profiles are updated and tagged as "Active Customer."

Lead Management from External Data Sources

  • Scenario: Import third-party leads into the CRM.
  • Fields: Business Name, Contact Source, Phone, Email.
  • Outcome: Accurate lead records are created, ensuring readiness for outreach.

Onboarding New Customers

  • Scenario: Automate onboarding for new subscribers.
  • Fields: First Name, Last Name, Subscription Tier (Custom Field), Email.
  • Outcome: Contact is created, assigned to the onboarding team, and receives a welcome email.

Frequently Asked Questions

Q. What happens if the contact already exists?

  • The system updates the existing contact with new data, maintaining consistency and avoiding duplicates.

Q. Can I use custom fields with this action?

  • Yes, the action fully supports custom fields to accommodate your unique data requirements.

Q. Can teams be notified when a contact is created or updated?

  • Yes. Add a Notification action in the workflow to alert specific team members.