This workflow is helpful when you want to convert incoming emails into saved contacts in your CRM. For example, every time someone fills out a form or sends a message, you can automatically capture their information as a contact.

Step 1: Go to the Workflow Module #

1. Click on Workflow in the left sidebar.
2. Click + Create Workflow at the top right.

Step 2: Define the Trigger #

1. Name the workflow (e.g., New Lead → Contact).
2. Under the Inbox tab, select New Message Received as the trigger.

Step 3: Add a Condition #

1. Under the IF section:
   • Choose Subject.
   • Set it to Contain.
   • Enter a keyword like [Contact Form].

This ensures the automation only runs when relevant emails arrive.

Step 4: Set the Action to “Convert to Contact” #

1. In the THEN section, select Convert to Contact.
2. You will see a toggle option:
   • Invite client to workspace – You can choose to enable this if you want the contact to be invited to your Taskip workspace immediately.

This action will automatically create a contact using the sender’s name and email from the message.

Step 5: Save and Activate #

1. Click Create Workflow.
2. Ensure the workflow is marked as Active so that it runs automatically.

Example Setup #

Workflow Name: Convert Contact Form Submissions
Condition:

• Subject contains [Contact Form]
  Action:
• Convert to Contact
• (Optional) Invite client to workspace: OFF

Now, any incoming email with [Contact Form] in the subject will be converted to a saved contact automatically, without manual entry.