Create or Update Contacts Automatically with the Create Contact Action

The Create Contact action adds a new contact record, or refreshes an existing one, using values from the workflow. It is the usual first step when a workflow begins with data that is not tied to a contact yet.

What you can fill in

• Standard fields: first name, last name, email, phone, address and similar.
• Custom fields: your own fields such as Membership ID or Referral Source.

You can type fixed values or insert merge fields from the trigger, for example data coming from a webhook or an integration.

Set it up

1. Open Automation > Workflows and edit or create a workflow.
2. Click + and choose Create Contact.
3. Give it a descriptive Action Name, like "Create contact from web form".
4. Add each field you want to set and choose its value.
5. Click Save, test with sample data, then publish.

Example uses

• Web form capture: map first name, last name, email, phone, city and country, then notify your sales team.
• After a purchase: update the customer's record with their latest order details in a custom field.
• Partner leads: an inbound webhook delivers lead details from another system and the action turns them into contacts.

Tips

• Always include a reliable identifier such as email so repeat submissions update the same person.
• Later steps can use the new contact, so place tags, notes and messages after this action.

Good to know: Keep the field mapping complete, because blank values can leave messages and later steps without the information they need.