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Create a user from a contact

Create a user from a contact creates a Business App user from an existing CRM contact record. Use it to automatically give contacts access to Business App when they're qualified, onboarded, or reach a specific stage in your workflow. This action is available on contact-scoped triggers.

How it works​

  1. The automation reaches the Create a user from a contact step with a contact in scope
  2. The step creates a new Business App user using the contact's details (name, email)
  3. The user is associated with the contact's account
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Users, select Create a user from a contact

This action uses the contact currently in scope — no additional configuration is needed.

Outputs​

This action produces no outputs available to downstream steps.