The Contact Created trigger enables workflows to automatically activate when a new contact is added to your CRM. With customizable filters like 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 follow-up messages after a form submission.

📌NOTE: To publish workflows, you must establish a workflow trigger and action. Without both, you can only save the workflow and not publish it.

Add Filters

Has Tag

Use this filter to activate workflows only when a contact is assigned a specific tag. Simply select the desired tag from the CRM, 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.