Create a contact

Create a contact creates a new contact record in your CRM. Use it to automatically create contacts from webhook data, form submissions, or other external sources.

How it works

1. The automation reaches the Create a contact step
2. The step creates a new contact record using the fields you configured
3. The new contact is brought into scope for downstream steps
4. Contact-scoped actions become available in subsequent steps

Set up the action

1. Open the automation builder and add a new step
2. Under Businesses, select Create a contact
3. Configure the contact fields as prompted

tip

Use Add dynamic content to populate fields from previous steps — for example, pull contact details from a webhook payload.

Outputs

After the step runs, the new contact record is available in scope. Downstream steps can act on it directly via Add dynamic content.

Related resources

• Actions overview — Browse all available actions
• Find contact — Check for existing contacts before creating
• Update contact — Update fields on an existing contact
• Creating and configuring automations — Build and configure workflows