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Automatic Contact Creation Settings

We're introducing Automatic Contact Creation Settings, giving you direct control over when LinkedIn activity automatically creates new contacts in your CRM—without needing to build workflows.

— Daniel Marr

Automatic Contact Creation Settings

Overview

Previously, automatically creating CRM contacts from LinkedIn messages and new connections required setting up workflow actions in the "1A: New Connection" and "1B: New Message" workflows. Now, you can enable automatic contact creation with simple checkboxes directly in the Getting Started page, streamlining setup and giving you intuitive control over contact creation behavior.

How It Works

Navigate to the Getting Started page in LinkedIn for Workflows to find two new contact creation options:

Create contact when a message is received

  • Automatically creates a new contact when you receive a message from someone not already in your CRM
  • Captures: Name, Provider ID, and Chat ID
  • Only creates contacts for new conversations with people not in your system

Create contact when a connection is made

  • Automatically creates a new contact when a new LinkedIn connection is established with someone not in your CRM
  • Captures: Name and Provider ID
  • Only creates contacts for new connections with people not in your system

Migrating from Workflow-Based Contact Creation

If you're currently using the "Create Contact" actions in your workflows, you can now simplify your setup:

  1. Enable the appropriate checkboxes in the Getting Started page
  2. Remove the "Create Contact" actions from your 1A: New Connection and 1B: New Message workflows
  3. Your contacts will now be created automatically based on your checkbox settings

Detailed migration instructions are available in our documentation.

Why This Matters

  • Simpler Setup: No need to configure workflow actions just to create contacts from LinkedIn activity
  • Intuitive Control: Enable or disable automatic contact creation with a single checkbox
  • Cleaner Workflows: Remove unnecessary "Create Contact" steps from your New Connection and New Message workflows
  • Flexible Options: Choose to auto-create contacts from messages only, connections only, both, or neither
  • Instant Configuration: Changes take effect immediately—no workflow editing required

Getting Started

Automatic Contact Creation Settings are available to all users today. Simply navigate to the Getting Started page in LinkedIn for Workflows to configure your preferences.

Note: These settings are disabled by default. If you're currently using workflow-based contact creation, review our documentation for guidance on transitioning to the new checkbox method.