How to use Workflow Trigger: Contact Created

The Contact Created Workflow Trigger will add a contact to this workflow whenever one is created. This can be a very helpful trigger for many applications such as customer onboarding processes and lead nurturing. This article will outline how to set up a workflow using the Contact Created Workflow Trigger.

1. Begin by selecting 'Automation' to proceed.

1 Upload

2. Next, create a new workflow from the options provided.

2 Click on "Create Workflow".

3. Now, start building your workflow from scratch.

3 Now, click on "Start from Scratch".

4. Then, add a new trigger to your workflow.

4 Click on "Add New Trigger".

5. Proceed by selecting the 'Contact Created' trigger.

5 Click on "Contact Created".

6. Continue by adding necessary filters to refine your trigger.

6 Click on "Add filters".

7. In this example we choose 'Has Tag' from the filter options.

In its base form, any newly created contact will be added to this workflow, but you can filter this to only include specific contacts
- Has Tag will only add contacts to this workflow that have a particular tag assigned to them

7 Next up, click on "Has Tag".

8. Finally, select the specific tag you wish to apply.

8 Click on "Select a tag".

9. To conclude, save your trigger settings.

9 Following that, click on "Save Trigger".

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