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 NameDescriptionMandatory
Action NameEnter a name for your action, e.g., "Create Contact."Yes
FieldsSelect the fields to create or update the contact.Yes

The "Create Contact" action supports the following fields:

Field NameDescription
Business NameThe name of the contact's business.
CityThe city where the contact is located.
Contact SourceThe source from which the contact was obtained.
Contact TypeThe type of contact (e.g., customer, lead).
CountryThe country where the contact is located.
Date of BirthThe contact's date of birth.
DNDDo Not Disturb status for the contact.
EmailThe contact's email address.
First NameThe contact's first name.
Full NameThe contact's full name.
Last NameThe contact's last name.
PhoneThe contact's phone number.
Postal CodeThe postal code where the contact is located.
StateThe state where the contact is located.
Street AddressThe street address where the contact is located.
TimezoneThe timezone of the contact.
Custom FieldsAny additional custom fields specific to your organization.


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:

  1. Create Contact: Automatically create or update the contact record in the CRM with the information provided in the web form submission.
  2. 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.