The Contact Created workflow trigger activates automation when new contacts are added to the system. It initiates workflows when a new contact is added to the system, enabling businesses to send welcome messages, assign leads, or update CRM data automatically.

Key Benefits

Instant engagement: Automated responses trigger immediately upon contact creation

Lead assignment: Routes new contacts to sales representatives based on predefined criteria

Data accuracy: Reduces manual entry errors through automatic CRM field updates

Enhanced onboarding: Delivers welcome messages and relevant information without delay

Configuration Steps

1. Navigate to Automations and create a new workflow
2. Select Contact Created from available triggers
3. Name the trigger for identification purposes
4. Apply filters to control which contacts activate the workflow

Available Filters

Tags: Use operators like Equals to, Not equals to, Any of, or None of to target specific tagged contacts

Multiple Tag Filters: Combine multiple tag conditions using AND logic for advanced segmentation

Custom Fields: Filter based on custom CRM attributes like industry type or lead score

Important Limitation

The trigger does not activate for bulk imports—only for manually added contacts, form submissions, API creation, or integration-added contacts.