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How to Send Automated Replies Only to New Contacts

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If you only want your automation to fire for brand new contacts (not existing ones), use a condition to filter.

Steps

  1. Go to Automation in the left sidebar
  2. Open or create your workflow
  3. After your trigger, click + and select If/Else (Condition)
  4. Set the condition to: Contact Created Date → is → Today (or use Tag Does Not Exist if you tag contacts on first contact)
  5. In the YES branch, add your reply action (Send SMS, Send Email, etc.)
  6. Leave the NO branch empty or add a different action for existing contacts
  7. Save and activate your workflow
    💡 Pro Tip: Tag new contacts with ‘New Lead’ on entry, then use ‘Tag Exists’ as your filter condition.
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