Understanding Contacts
Contacts are auto-created when someone submits a form with an email address. Each contact includes:- Email address — Unique identifier
- First and last name
- Phone number and company
- All form submissions — Linked to the contact
- Tags — For organization and segmentation
- Activity timeline and edit history
Working with Tags
Adding Tags
Add tags to contacts to categorize and segment them. Tags can be applied manually or automatically via workflows.Removing Tags
Remove tags when a contact’s status changes or they no longer fit a segment.Tag Examples
| Tag | Use Case |
|---|---|
| Lead | New prospect, not yet qualified |
| Customer | Active paying customer |
| VIP | High-value or key account |
| Newsletter | Subscribed to email list |
| Trial User | In free trial period |
| Enterprise | Enterprise-tier customer |
| Follow Up | Needs follow-up action |
Editing Contacts
Editable Fields
- First name / Last name
- Phone
- Company
- Custom fields
Edit History
All changes to contacts are tracked. Tracked changes:- Profile field updates
- Tags added or removed
- Contact creation
- Who — Which team member made the change
- What — Which field or tag changed
- Previous and new values
- Timestamp
Searching & Filtering
- Search by Name or Email — Find contacts quickly
- Filter by Tag — View contacts with specific tags
- Filter by Status — Filter by contact status or attributes
Creating & Managing Tags
- Color Coding — Assign colors to tags for visual organization
- Descriptions — Add descriptions to clarify tag purpose
- Contact Count — See how many contacts have each tag
Tag creation and management may be restricted by team permissions. Check your team settings for tag-related permissions.
Contact Owners
Manual Assignment
Assign an owner to a contact manually for follow-up and accountability.Round-Robin via Workflows
Use workflows to assign owners automatically:- Least Recent — Assign to the team member with the fewest recent assignments
- Random — Randomly distribute new contacts
- Equal Distribution — Balance load across team members
Owner-based routing in workflows lets you route contacts to their assigned owner for personalized follow-up.
Tags in Workflows
Use tags in your workflows for automation:- Tag Contact Node — Add or remove tags based on workflow logic
- Tag by Source Form — Automatically tag based on which form they submitted
- Tag by AI Qualification — Use AI nodes to qualify and tag leads
- Tag by Enrichment Data — Tag based on enriched contact data