Contact Workflow Actions

Modified on Thu, 17 Oct at 3:33 PM

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

Create Contact

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.
Email	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.

Web Form Submission