Use Case: Add New Contacts to Your Sales Pipeline
Every new lead should get a card in your pipeline, without anyone doing it by hand.
Set it up
- Open Automations.
- Choose the template Add New Contact to Pipeline.
- Trigger: When a new contact is created
- Action: Create Pipeline Card. Choose your pipeline and the first step, for example "New lead".
- The card title is filled with the contact's name automatically.
- Save and turn it on.
The result
Contacts from your card's contact exchange form, the AI Card Scanner, imports or manual entry all land in your pipeline right away.
Make it better
Chain it with Notify on New Pipeline Card so the team is notified when a card lands in that step.