Workflows Trigger: Contact Created
Alessandro Cognigni
Business Problem
Currently, Workflows cannot be triggered when a Contact is created, preventing teams from automating actions (e.g., sending a welcome message or template) at the moment a Contact created in respond.io from an external CRM (e.g. HubSpot).
Desired Outcome:
Allow workflows to trigger when a Contact is created, enabling automatic actions such as sending messages or templates immediately after the Contact is created.
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Oprea Sorin
This is a MUST HAVE. When a contact is added to receive an automatic WELCOME MESSAGE like in an email automation. Please do it.
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Nabilah Binti Salleh
Merged in a post:
Automated Template messaging once a new contact is created
VA @NPFITNESS
Once we create a new contact, there should be an automation to send templates to the new contact
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Shi Hui
Hi Alessandro Cognigni, could you share more on your use case? For example: what kind of workflows you wish to trigger let's say we have "contact created" trigger? 😊
Alessandro Cognigni
Shi Hui: Hi Shi, I give you an example of my case: we send a "welcome" message to every person who sign up in our app. We have 5 different buyer personas and 5 different templates. It would be easier for me to trigger a workflow when "a contact is created" and then set up the branches "if is buyer persona X send this message", "if is buyer persona Y send this message", etc..
S
Shi Hui
Alessandro Cognigni: Understand your use case here. This trigger is definitely a helpful one. We will take this into consideration if we get to work on this feature.
Thank you for your feedback!
Alessandro Cognigni
Shi Hui: Thanks! It would be a killer feature