Create a Contact in BigChange action

The Create Contact in BigChange action allows your workflow to automatically create a new contact in your BigChange account, saving time and ensuring consistency across systems.

This is especially useful when dealing with new leads or customers who aren’t yet in your CRM. 

Instead of manually entering contact details, your workflow can capture key information (like name, email, and phone number) from earlier steps and use it to create the contact automatically.

This action ensures your contact list stays up to date without manual input, and helps prepare your records for further automation, such as job creation or communication flows.

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Configuration

To set up the Create Contact in BigChange node:

• Add the node to your workflow, ensuring it is connected to a starting action or another action node. 
• Click on the node to open the Properties panel.

Mandatory fields

To successfully create a contact in BigChange, the following fields must be configured: 

• Name

• Contact Group

• Address

• Postcode

The Name, Address and Postcode fields will commonly be mapped with variables using data captured earlier in your workflow. 

BigChange requires every contact to be assigned to a Contact Group.

There are two ways to do this:

• Static assignment: If all contacts in this workflow go to the same group, manually enter the Contact Group name in the Contact Group field. (Note: the name is case-sensitive.)
  
  
• Dynamic assignment: If the Contact Group depends on earlier workflow data, use a Conditional Value node to route contacts to the appropriate group using conditions.

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Optional Fields

You can optionally configure these fields to enrich your contact record:

• Reference

• Phone 

• Email

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Custom fields

If you use Custom Fields in your BigChange contact records, you can populate these too.

To add a custom field:

1. Click + Add under the Custom Fields section.
   
   
2. Copy and paste the field name of your custom field exactly as it appears in your BigChange account.
   
   
3. Define the value with a static assignment or using a variable. 

An example of a custom field you might use when creating contacts in BigChange is where each new contact should be assigned to a particular Sales Manager. You might want to add that as a Custom Field so it is populated when a new contact is created.

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Outputs

Once the Create Contact in BigChange node runs, it will return one of two possible outcomes:

• Complete – The contact was successfully created in BigChange. The workflow will continue to the next connected step.
  
  
• Failed – The contact could not be created, usually due to incorrect configuration.