Workflow Trigger: Contact Created

The Contact Created workflow trigger starts a workflow whenever a new contact record is created in your account. This trigger is commonly used for onboarding new leads, assigning ownership, launching nurture sequences, and notifying internal teams.

What Is the Contact Created Workflow Trigger?

This trigger activates when a new contact is created. By default, any newly created contact can enter the workflow. Filters allow you to limit which contacts qualify based on tags, custom fields, or how the contact was created.

Available Filters

• Has Tag: Run the workflow only when a specific tag is present.
• Custom Fields: Limit triggering to contacts matching field criteria.
• Created via Source: Control which creation methods activate automation.

How to Set Up the Contact Created Trigger

1. Open your workflow builder
   • Create a new workflow or edit an existing one.
2. Add the Contact Created trigger
   • Select Contact Created as the trigger.
   • Optionally rename the trigger for internal clarity.
3. Apply filters (recommended)
   • Use tags to target specific lead types.
   • Use custom fields to control who enters the workflow.
   • Select a creation source to avoid unnecessary automation.
4. Add onboarding or follow-up actions
   • Send welcome emails or SMS messages.
   • Assign the contact to a team member.
   • Apply segmentation or scoring tags.
   • Start nurture or onboarding sequences.

   Pro tip: You can publish the workflow without actions while testing to confirm the trigger fires as expected.

5. Save, publish, and test
   • Save the workflow.
   • Publish it to activate automation.
   • Create a test contact to confirm correct behavior.

Common Use Cases

• Launch a welcome sequence for new leads
• Assign contacts to sales reps automatically
• Trigger follow-ups only for form submissions
• Apply segmentation or lead scoring at creation