How to Send Automated Replies Only to New Contacts
Published:
If you only want your automation to fire for brand new contacts (not existing ones), use a condition to filter.
Steps
- Go to Automation in the left sidebar
- Open or create your workflow
- After your trigger, click + and select If/Else (Condition)
- Set the condition to: Contact Created Date → is → Today (or use Tag Does Not Exist if you tag contacts on first contact)
- In the YES branch, add your reply action (Send SMS, Send Email, etc.)
- Leave the NO branch empty or add a different action for existing contacts
- Save and activate your workflow
💡 Pro Tip: Tag new contacts with ‘New Lead’ on entry, then use ‘Tag Exists’ as your filter condition.