Workflows Recipes / Welcome new customer contacts

When a new person joins one of your customer accounts, they're walking into a relationship that's already underway. They don't know your team, they haven't seen your onboarding, and they may not even realize their company is already a customer. If no one introduces them to you, you stay invisible to the person who might be your next champion or your next renewal risk.

This recipe catches every new contact at a customer account the moment they're created and starts a welcome sequence so the relationship begins on the right foot, with no manual handoff.

• Trigger: Contact created (with a filter for customer accounts)
• Paths: Checks whether the contact has already been welcomed
• If not welcomed: Adds the contact to a welcome sequence, updates a CRM field to flag them as welcomed, and adds them to a tracking list
• If already welcomed: Journey ends

This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.

1. Add a trigger and select Contact created. Add a CRM filter that identifies customer accounts (commonly an Account Type or Account Status field set to Customer).
2. Add a Paths block. Create one path with a filter that checks whether the contact has already been through your welcome flow, and leave the Else path for everyone who hasn't.
3. Under the not-welcomed path, add an Add contacts to sequence action. Pick your welcome sequence and choose how leads should be distributed.
4. Add an Update CRM field action below it to flag the contact as welcomed, so they don't get the sequence twice.
5. Optional: add an Add to lead list action to track everyone who's gone through the welcome flow in one place.
6. Hit Launch.