Overview

The "Workflow Trigger - Contact Created" action is designed to initiate workflows when a new contact is created. This allows for automated actions to be triggered immediately after a new contact is added to your system, ensuring timely follow-ups and engagement with new leads.

Trigger Name

Contact Created

Trigger Description

The "Contact Created" trigger activates the workflow whenever a new contact is added to your system. This is useful for welcoming new contacts, sending initial communications, and initiating other onboarding processes.

How to Configure

| Value | Description | Mandatory | | --- | --- | --- | | Workflow Trigger | The type of event that will initiate the workflow. In this case, select "Contact Created". | Yes | | Workflow Trigger Name | A custom name assigned to the trigger for easy identification in your workflow. | Yes | | Filters | Criteria used to specify additional conditions for triggering the workflow (e.g., specific tags, custom fields). | No |

To set up the "Contact Created" trigger, follow these steps:

Choose a Workflow Trigger:

  • From the dropdown menu, select "Contact Created" as the Workflow Trigger.

  • Set the Workflow Trigger Name: Enter a name for your trigger in the "Workflow Trigger Name" field. This name should help you easily identify the trigger within your workflow, e.g., "New Contact Created".

  • Configure Filters (optional):

    • Click on "Add filters" to specify additional criteria for the trigger.
    • Select from Standard Fields or Custom Fields to narrow down the conditions that will activate the workflow.
    • For example, you can filter by "Has Tag" or specific custom fields like "Business Niche".

  • Define Actions for New Contact:

    • Add actions to be performed when a new contact is created. For example:
    • Send a welcome email to the new contact.
    • Notify the sales team about the new contact.
    • Add the new contact to a specific marketing campaign.

Example: Welcome Email when a new contact is created

Trigger Setup:

Workflow Trigger: Contact Created

Workflow Trigger Name: New Contact Created

Filters: (Optional, if you want to filter by specific criteria like tags or custom fields)

Action for New Contact:

Email Action Name: Welcome Email

From Name: Your Company

From Email: yourcompany@example.com

Subject: "Welcome to [Your Company Name]!"

Email Body:

Hi {{contact.first_name}},

Welcome to [Your Company Name]! We're excited to have you on board.

If you have any questions or need assistance, please feel free to reach out.

Best Regards, [Your Company Name]

Internal Notification Action Name: Notify Sales Team

Message: "A new contact has been created. Contact details: {{contact.details}}."

Additional Actions:

Add the new contact to a specific marketing campaign or workflow to ensure they receive ongoing communications and engagement.

Outcome: This automation ensures that new contacts receive a timely and personalized welcome email, while also notifying the sales team for further engagement. By configuring relevant actions and filters, you can ensure a smooth onboarding process for new contacts.