How do I use “Contacts added to pipeline”?

The condition Contacts added to pipeline lets you target contacts based on whether they’ve been added to a selected CRM pipeline. It lets you track contacts added to any or a specific stage in the pipeline. Note: This element is available only in Pro and Max accounts.

Before you begin, be sure to create the pipeline you want to track (you can take this shortcut to get to the pipeline editor).

Configuring “Contacts added to pipeline”

1. Drag and drop the element into the workspace.
2. Go to the Properties tab.
3. Select the pipeline.

Dropdown to choose templates from is shown

Next, choose which stage to use as a trigger. You have a few options:

  • Select Any stage to track contacts added anywhere in the pipeline
  • Select Any open stage to tracks the contacts added only as open deals
  • Select Any closed stage to set up the next step for contacts moved to a Lost, Won, or Frozen (if used) stage
  • Select Specific stage and then select the stage name to narrow down the condition to one stage only.
Expanded dropdown to choose stages from is shown

4. Set the time properties. (This setting tells the condition when to start moving people down the negative path.)

  • Select Never if want for the element to wait indefinitely. It will never send people down the negative path. Instead, whenever someone is added to the stage in the pipeline you specified, they will move on to the next element linked to the positive (green) connector.
    • Select After some time and set the wait time. Anyone who reaches the condition within the wait time you select goes down the positive path. When the wait time is up, everyone else is automatically moved to the negative connector. (This setting won’t work if the condition us used as a start element in the workflow.)

5. (Optional) Set the element to Run multiple times if you know that you have the same contact added as multiple deals in the pipeline and stage (or stages) you selected. This will allow the same contact to pass through this element more than once. (Be sure to enable Run multiple times in the remaining elements used in the workflow alongside this element.)
6. (Optional) Turn on the option to include everybody who’s already in the pipeline. Otherwise, the condition will trigger the workflow for only contacts added to the pipeline after it starts.

Using the condition an the beginning and in the middle of a workflow

Some element properties work differently based on where you use this element in a workflow. This affects how you can use the time settings, how you connect other elements to this condition, and whether you can trigger a workflow for contacts who already are in a pipeline. Here are the key points to keep in mind:

The negative (red) connector works differently when it’s used at the beginning and in the middle of a workflow.

  • When used as a start element, only the positive (green) connector is active. The condition is only triggered when contacts are added as deals to a pipeline. So, no contact will leave the element via the negative connector. If you use this condition as a start element, you can set the time settings to Never.

    Added to pipeline condition configured as a start element is shown

  • When you use it within a workflow, both the positive and the negative path will work. In this case, you can use the time settings in the Properties to select how long the element should wait for contacts to be added to a pipeline. Here’s how this setting works:

  • If they’re added within this wait time, they move along the positive (green) path.

  • If they’re not added, they’ll stay in this element until the wait time is up. Then, they’ll be moved along the negative (red) path to the next element.
  • If contacts reach this element after the wait time is over, they move along the negative path right away.

Note: Keep in mind that in this case, this element works only for contacts added to the pipeline after they reach it. It’s not possible to enable the option to add contacts who are already in the pipeline.

Time settings for Added to pipeline used in the middle of a workflow

This condition can accept contacts already in the pipeline when it’s used as a start element.

Contacts who are already in a pipeline can be added to a workflow by turning on Include contacts that are already in the pipeline when the workflow starts.

Option to include existing deals is turned on

Example 1
Contacts added to pipeline as a start element

Let’s say you want to set the condition to trigger a workflow for all existing and future deals added to a Proposal stage in a specific pipeline. Here’s what you need to do:

1. Set the pipeline and then the stage.
2. Turn on Include contacts that are already in the pipeline when the workflow starts.
3. Leave the time settings set to Never.
4. (Optional) Set the element to Run multiple times if you know that you have the same contact can be added as multiple deals in the pipeline and stage (or stages) you selected. This will allow the same contact to pass through this element more than once.

Condition configured to allow current and future deals

Example 2
Contacts added to pipeline in the middle of a workflow

Here we’ll show you how to set the condition when you want to move the contacts to the positive path once they’re added to a Proposal stage in a specific pipeline. Additionally, let’s assume you want it to wait a week before it starts moving everybody else down the negative path. (This scenario applies if only if you use this condition within the workflow.)

1. Set the pipeline and then the stage.
2. Select After some time and change the number of days to 7.
3. (Optional) Set the element to Run multiple times if you know that you have the same contact can be added as multiple deals in the pipeline and stage (or stages) you selected. This will allow the same contact to pass through this element more than once.

Condition configured to move people down negative path after 7 days

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