Need this in order to create joint or similar applicant/holder processes. This is key functionality in the financial industry.
Just commenting on this to say that we really need this functionality too - it would be great to create Contacts from a Workflow. The whole reason we’re using Hubspot is as an automation platform to make data management easier for our client - we have an integration set up from Dynamics but the way their data is organised in Dynamics vs HubSpot is different. They’re a B2B company that needs to be able to send email marketing to company email addresses. But in Dynamics the email addresses are associated to Accounts (Companies) and not Contacts. We can’t send email marketing to Company lists in HubSpot (another feature that needs adding I think) and we can’t map across the Account Email Address to a Contact in HubSpot as you can’t map a Contact from Dynamics to HubSpot without an email address. The only other solution I can see (unless anyone has any ideas? Please do let me know!) is to get HubSpot to auto-create a new Contact from a Workflow using a specific set on entry criteria.
So long and short is that the ability to create contacts in workflows would be SO useful. The flexibility to do this sort of thing is really really important to make HubSpot work as an intuitive marketing automation tool.
For salespeople it would come handy if they could create a contact via a workflow. While being on the phone with a prospect, they might have created a deal already but dont know the full information on the contact that the deal is related to. So what would be nice is if we could create that contact via worklow without mail and assign it automatically to that deal. Even if the assigning would be manual, it would be way easier if the contact would have been created before..
Hi everyone,
I have an exciting update, we now have an active beta for creating contacts with a workflow. This will roll out to all customers over the next week or two, but if you’d like earlier access please send me a private message with your Hub ID.
Thanks!
Megan
the create record workflow action with a new option to create contact records