Contact Workflow Actions
Overview The "Create Contact" action automatically creates new contacts or updates existing ones in your system. This action is essential for keeping your contact database up-to-date and ensuring that all necessary contact information is captured and maintained.
Action Name Create Contact
Action Description The "Create Contact" action allows you to automatically create a new contact or update an existing contact's details based on specified fields. This ensures that your contact information is current and complete, helping you manage your interactions and communications effectively.
Action Details Step by Step Guide
Choose the Action Type: Select "Create Contact" from the list of available actions.
Name Your Action: Enter a descriptive name for the action, such as "Create Contact."
Select Fields: Choose the fields that you want to use to create or update the contact. You can select from standard fields or custom fields if any are available.
Value Name
Description
Mandatory
Action Name
Enter a name for your action, e.g., "Create Contact."
Yes
Fields
Select the fields to create or update the contact.
Yes
The "Create Contact" action supports the following fields:
Field Name
Description
Business Name
The name of the contact's business.
City
The city where the contact is located.
Contact Source
The source from which the contact was obtained.
Contact Type
The type of contact (e.g., customer, lead).
Country
The country where the contact is located.
Date of Birth
The contact's date of birth.
DND
Do Not Disturb status for the contact.
The contact's email address.
First Name
The contact's first name.
Full Name
The contact's full name.
Last Name
The contact's last name.
Phone
The contact's phone number.
Postal Code
The postal code where the contact is located.
State
The state where the contact is located.
Street Address
The street address where the contact is located.
Timezone
The timezone of the contact.
Custom Fields
Any additional custom fields specific to your organization.
Example Updating Contact Information from Web Form Submissions Scenario: A business wants to automatically update or create contact records in their CRM when a customer submits a web form with their information.
Action Setup:
Action: Create Contact
Name: Create or Update Contact from Web Form
Fields:
First Name
Last Name
Email
Phone
City
Country
Workflow Actions:
Create Contact: Automatically create or update the contact record in the CRM with the information provided in the web form submission.
Internal Notification: Notify the sales team about the new or updated contact.
Outcome: This automation ensures that contact information is promptly updated in the CRM whenever a customer submits their details through the web form, improving data accuracy and enabling timely follow-up by the sales team.
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