How to Automate Lead Tracking: "Add New Contact to Pipeline" Template
Manually entering new leads into your CRM pipeline is time-consuming and prone to human error. Using the Add New Contact to Pipeline automation template, your AI CRM handles the heavy lifting. This workflow ensures that every time a new contact is added to your workspace, a deal card is created and placed exactly where it belongs in your sales pipeline.
Follow this step-by-step guide to set up this essential sales workflow.
Step 1: Select the Template
To begin, access the automation builder within your dashboard:
- Log into your dashboard and navigate to Automations in the left-hand menu.
- Click the New Automation button.
- Scroll down to the Templates section.
- Select the Add New Contact to Pipeline template. This will load a pre-configured automation draft.
Step 2: Review the Trigger (When)
Because you are using a template, the trigger is already optimized for you. Review the configuration in the When block:
- Trigger Event: "When a new contact is created."
- How it works: This automation fires regardless of how the contact was added—whether via a digital business card's Contact Exchange form, a Google Contacts import, or manual entry.
Step 3: Configure the Pipeline Action (Then)
Next, define where the system should place the new contact within your CRM. Scroll to the Then block, set to Create Pipeline Card:
- Pipeline: Click the dropdown menu and select your target pipeline (e.g., "Main Sales Pipeline").
- Step: Once the pipeline is selected, choose the specific column where new leads should land (e.g., "New Leads" or "Initial Contact").
- Card Title: The template pre-fills this with the
{{contact.name}}token. This ensures the card is automatically named after your connection. You can customize this further, such as:{{contact.name}} - New Lead.
Step 4: Save and Launch
Before finalizing, perform these last checks:
- Rename the automation: At the top of the window, you can give it a custom name like "Auto-Pipeline Card Generation."
- Activate: Click the Create automation button at the bottom of the screen.
Your pipeline tracking is now fully automated.
Pro Tip for Networking
This template pairs perfectly with your Digital Business Card's Contact Exchange Form. When this automation is active, anyone who taps your card and shares their info will instantly appear in your pipeline, ready for you to move them through your sales stages.