Workflow Template

Capitalize Contact Names

Automatically capitalizes the first and last name fields for contacts to ensure consistent formatting across your database.

Capitalizes the first and last name for contacts when either the first name or last name is known.

Assigns a default owner and rotates contact ownership among team members when a contact submits a form without an existing owner.

Copies deal and ticket associations for contacts with a known phone number to maintain relationship integrity.

Identifies and merges duplicate contacts based on matching Telegram IDs, preserving the oldest record as the primary.