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Workflow Trigger: Contact Created

The "Contact Created" Workflow Trigger in Stack is a powerful tool designed to automate actions whenever a new contact is added to your system. This feature can help you send welcome emails, assign leads to sales representatives, or update CRM data in real time. Let's explore how this trigger works, its benefits, how to set it up, and answer some common questions.

Table of Contents​

What is the "Contact Created" Workflow Trigger?​

The "Contact Created" trigger activates a workflow whenever a new contact is added to your CRM. This ensures that you can automate follow-ups, engage new leads instantly, and streamline contact management. The trigger works regardless of how the contact is created—manually, via form submissions, or through integrations—making it an essential tool for automation.

Key Benefits​

  • Automates New Contact Engagement: Ensures new contacts receive an immediate response without manual intervention.
  • Streamlines Sales & Lead Assignment: Assigns leads to sales reps based on predefined filters, reducing delays in follow-ups.
  • Enhances CRM Data Management: Automatically updates CRM fields, minimizing manual data entry errors.
  • Improves Customer Experience: Sends welcome emails, onboarding messages, or relevant information instantly upon contact creation.

Configuring the Trigger​

Setting up the "Contact Created" Workflow Trigger ensures that your automation runs precisely when needed. Proper configuration is key to filtering contacts and defining when the workflow should activate. Here's how to set it up:

  1. Create a New Workflow:

    • Navigate to Automations.
    • Click + Create Workflow and choose either Start from Scratch or edit an existing workflow.

  2. Adding the Trigger:

    • Click Add New Workflow Trigger and select "Contact Created" from the list.

  3. Naming the Trigger:

    • Give the trigger a name for easy identification (e.g., "New Contact Welcome Sequence").

  4. Applying Filters:

    • Filters refine when the workflow should trigger, ensuring only relevant contacts activate the automation. Here’s how you can use them:
      • Has Tag: Trigger the workflow only for contacts with specific tags, like "New Leads" or "VIP Clients."
      • Custom Fields: Use fields like "Industry Type" or "Lead Score" to trigger workflows for specific criteria.
      • Created via Source: Differentiate contacts based on how they were added, such as manually, via form, or API.

Frequently Asked Questions​

Q. Will this trigger activate for contacts imported in bulk?

No, the "Contact Created" trigger only activates when a contact is manually added, submitted through a form, created via API, or added through an integration. Bulk imports do not trigger this workflow to prevent accidental automation overload.

Q. Can I set conditions to trigger this workflow only for specific contacts?

Yes, you can apply filters to ensure the workflow runs only for specific contacts. Filters allow targeting based on tags, custom fields, or sources, such as activating only for contacts tagged as “New Lead” or sourced from “Web Form Submission.”

Q. What happens if a contact is added multiple times? Will the workflow trigger again?

If a contact with the same email or phone number is added again, the system may recognize it as an existing contact, depending on duplicate detection settings. If merged with an existing record, the workflow won't trigger again. However, if treated as a new contact, the workflow will execute as expected.

Q. Can I use this trigger to automatically assign new contacts to team members?

Yes, you can configure the workflow to assign new contacts to a sales representative or team member based on specific criteria, such as location, tags, or lead source. You can also implement a round-robin assignment to distribute leads evenly among your team.

Q. How can I track the effectiveness of this workflow?

You can monitor workflow execution logs to see how often the trigger fires and which contacts are processed. For email-based actions, track metrics like open rates and response rates for insights into engagement. Reviewing follow-up completion rates can help assess its impact. Regular analysis will help optimize automation for better efficiency.