Yes — you can absolutely customize what happens when a new contact enters your system.
We use a "Contact Created" workflow trigger to run a series of actions when a new contact is created. This trigger activates anytime a contact is added manually, via form submission, through an integration, or by API (but not during bulk imports, to prevent mass-triggering automation).
This means you can control exactly who enters the automation and what happens next, by editing the workflow in your Automations section.
To change your current sequence, go to your CRM’s Automations section, find the workflow tied to the “Contact Created” trigger, and adjust the actions, filters, or logic.
Here’s what you can adjust:
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Actions:
You can change what happens after a contact is created. Examples include:-
Sending a welcome email or onboarding message
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Creating a task for your sales team to follow up
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Adding the contact to a nurture campaign
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Triggering a notification to your internal team
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Assigning a contact owner or rep
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Filters:
Filters help you narrow down which contacts should trigger the workflow. You can filter by:-
Tags (e.g., only run for contacts tagged “New Lead” or “VIP”)
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Custom fields (e.g., only trigger if “Industry” is set to “Healthcare”)
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Source (e.g., only trigger for contacts added via web form, not manual entry)
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Logic:
You can change the structure or conditions of the automation. For example:-
Add If/Then branches (e.g., if the lead score is above 80, assign to senior rep; otherwise, send to general sales pool)
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Add delays (e.g., wait 1 hour before sending the welcome email)
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Set goal-based exits or triggers to end the automation when a contact takes a certain action
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If you’d like help updating your contact sequence, submit a support ticket here and let us know what you want changed — please allow 48 hours for us to reply. We’ll help you fine-tune the workflow to match your lead management goals.