Run manually on a contact
Run manually on a contact allows you to start an automation on demand directly from a contact detail page in the CRM. Use this trigger for workflows that should only run when explicitly initiated — such as sending a personalized sequence, updating contact fields, or running a one-off enrichment for a specific person.
This trigger does not fire automatically. A team member must navigate to the contact and trigger the run manually.
This trigger operates at the contact scope. Contact, company, and account actions are available downstream.
How it works
- A team member opens a contact detail page in the CRM.
- They locate the automation and click Run.
- The workflow starts immediately with the contact in context.
- Downstream steps can use Add dynamic content to reference contact fields, company fields, and account details.
Available data
Standard contact, company, and account fields are available via Add dynamic content once the automation starts.
Because this trigger is manual, no event-specific data is passed in. All available data comes from the contact record and its associated records at the time of the run.