Workflow based on contact creation

Marketing & Content Hub Lists, Lead Scoring & Workflows
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1

I have already looked if I can find the solution here in the forum, unfortunately without success. Actually the usecase is trivial, I think.

I want a workflow to be triggered exactly when a contact is newly created. Specifically, it’s about the lead lifecycle stage and lead status classification.

I can find filters with “creation date” etc. but none in the direction of “contact was newly created”.

Is there a workaround or am I just blind and can’t find the function?

2

Hi @Sebastian_Lauk,

You can enroll contacts in your workflow based on “Create date is known”. (When you enable the workflow, only enroll contacts who meet the criteria from that point on, otherwise all contacts will be enrolled.)

The Create date becomes known upon creation. This corresponds to the ‘contact was newly created’ you’re looking for.

Hope this helps!

3

Hi @karstenkoehler

sometimes the answer is so simple and yet you can’t figure it out yourself. Thank you!
Sebastian

4

Hi @karstenkoehler

I still have one question. If the enrollment trigger looks like this:

  • has filled out Any form submission on Any page
    AND
  • Create date is known

let’s say a contact fills out a form for the second time, then the workflow would still trigger, right?

5

Hi @Sebastian_Lauk,

If re-enrollment for the form submission is still enabled, yes. The requiremenet for a contact to re-enroll would be that the create date is still known – which it is.

In any case, I’d always recommend testing this (which in this case is easy by submitting a form with a fresh email address twice).

Best regards!