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A contact is created or modified

A contact is created or modified starts a workflow whenever a contact record is created in the CRM or any field on an existing contact changes. Use this trigger to respond to new contacts entering your system or to keep records and downstream processes in sync as contact data evolves.

Because this trigger fires on any field change, use trigger conditions to narrow down exactly which changes should start the workflow — for example, only when the lifecycle stage field changes to a specific value.

Trigger scope

This trigger operates at the contact scope. Contact, company, and account actions are available downstream.

How it works​

  1. A contact is created, or a field on an existing contact is updated — whether by a user, an integration, or another automation.
  2. The automation evaluates any trigger conditions you've configured (for example, filtering on a specific field name or value).
  3. If all conditions are met, the workflow starts with the contact, their associated company, and the account in context.
  4. Downstream steps can use Add dynamic content to reference the contact's current field values.

Available data​

All standard contact, company, and account fields are available downstream via Add dynamic content. This includes fields such as contact name, email, phone, lifecycle stage, assigned salesperson, company name, and account tags.

info

To react only to specific field changes, add a trigger condition filtering on the field you care about. Without conditions, the automation fires on every create or update event for any contact.