Action - Create Contact
TABLE OF CONTENTS
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
- 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.
