Workflow when New Contact is Created

[lcominotto]

How can I trigger a workflow when a new contact is created? I can only seem to find a way to use specific create dates.

[danie_poolman · Accepted solution]

Hi @lcominotto ,

To trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known".

This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. You can then create the desired actions within this workflow.

Hope that helps!

Danie

[lcominotto]

Thank you! And then I just won't enroll those who currently meet the criteria. That definitely helps.