Automation workflow - Contact

Step 1: Click on New contact.

From here you can create automation by selecting a Add contact, contact updated and contact tagged.

Contact Triggers play a crucial role in effectively managing and interacting with your contacts. It activates in certain situations, allowing you to automate important tasks and ensure a seamless experience for your contacts. Here's how it works:

1. When a contact is added

• Activation: This trigger is activated whenever a new contact is created in your system.

• Use Case: It can be used to automatically start welcome messages, send initial emails, or start a new user onboarding sequence. This ensures that each new contact receives immediate and personal attention, helping to establish a strong initial connection.

2. When a contact is updated

• Activation: This trigger is activated whenever there is an update to an existing contact's information.

• Use Case: It can be configured to send notifications about changes or update relevant team members. Additionally, you can use this trigger to send a confirmation email to a contact, making sure they are aware of the update and its implications.

3. When a contact is tagged

• Activation: This trigger is activated whenever a tag is added to a contact.

• Use Case: It can be used to trigger a specific workflow based on applying a tag. For instance, if a contact is tagged as "VIP," the system can automatically send them exclusive offers or move them to a premium support queue. This helps categorize and manage contacts based on their tags, ensuring they receive the right communications and services.

These triggers collectively ensure that your contact management process is proactive, responsive and tailored to the needs of each individual contact.