WorkflowsNode ReferenceGail

Add Contact

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The Add Contact node creates one contact in Gail from details you already have: their name, emails, phone numbers, and business. It is the single-record way to get a person into your book of business mid-workflow, so later steps can add them to a list, enroll them in a campaign, or reach out to them.

When to use it

  • A form submission or an earlier step gives you one new person to add to Gail.
  • You want to create a contact and then immediately place them in a list or campaign in the same run.
  • You have structured details for the contact, possibly with more than one email or phone number.

For importing many people at once, use Add Bulk Contacts instead.

Inputs

FieldWhat it’s forExample
First nameThe contact’s given name. Required.Sarah
Last nameThe contact’s family name. Can be left blank.Chen
EmailsOne or more email addresses for the contact. Each must be a valid address.sarah.chen@cheninsurancegroup.com
Phone numbersOne or more phone numbers. At least one is required, and you can mark each as mobile, home, work, or fax.+19545550100
Business nameThe company the contact is associated with. Can be left blank.Chen Insurance Group
Additional dataAny extra custom fields you want stored on the contact.{ "source": "renewal form" }

Any field can be a fixed value or an expression that reads from an earlier step.

Outputs

FieldWhat you get back
OutcomeWhether the contact was created, and the details of what happened.
New contactOn success, the created contact including its new ID, which later steps use to add the contact to a list or campaign.

Example

A renewal reminder form comes in for Sarah Chen at Chen Insurance Group. A workflow uses Add Contact to create her record with her email and mobile number, then feeds the new contact’s ID into an Add Contact to Campaign step to enroll her in the spring renewal outreach, all in one run.

The Add Contact node configuration panel, showing first name, last name, emails, and phone numbers.

At least one phone number is required, and every email you provide must be a valid address. If a value comes from an earlier step and turns out to be empty or malformed when the run happens, the node reports the problem instead of creating the contact, so you can route to a follow-up step.

Add Bulk Contacts

Create many contacts at once instead of one at a time.

Add Contact to Contact List

Place the new contact into a curated list.

Add Contact to Campaign

Enroll the new contact into an outreach campaign.

Create Contact List

Set up a list before adding contacts to it.