Create a contact

Add a single contact from any page using the + button in the top bar, or from inside Contacts using + New Contact.

Required fields

A first name, plus either an email address or a phone number. Everything else can be added later.

Optional fields

Last name, a second phone number, job title, company, lifecycle stage, owner, tags, and address. Any custom fields your organization has set up appear at the bottom of the form.

What happens on save

• The contact is created with you as the owner (unless you assign someone else).
• The creation is logged in the audit trail.
• Any active workflow that waits on Contact Created runs: a welcome email, an owner assignment, whatever you have set up.
• If Auto-Enrichment is on, Tormano fills in public details from the contact’s email domain, social profiles, and company website.

About duplicates

The create form saves whatever you enter, even if a similar record already exists. Tormano finds likely duplicates for you at Data > Duplicates, matching on email, phone, and name, and keeps looking as new records arrive. See Merge duplicate contacts for how to combine them.