– Contact Created
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
Trigger Location
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Add Filters
Has Tag
Select a tag from the CRM. When a tag is allocated to the contact’s workflow, the workflow will only be triggered based on the specific tag.
Custom Field
When you have a form on your website and a custom field assigned to it that collects data, you can select the custom field and the workflow will only trigger when a contact submits data.
