Contact created
A contact record, not a note someone has to remember to type.
Matching, permission, source, owner, and tags are written in one pass.
Contact
Maya Thompson
(210) 555-0118 · maya.thompson@example.com
Demo dataNew contact
- Owner
- Jasmine R.
- Pipeline stage
- Interest Form Pending
- Interest form
- Requested - awaiting response
- Automation status
- eligible
- Active workflow
- Complete Your Interest Form
- Next action
- Check for form completion
Source attribution
Conference → Texas Hair & Wellness Expo → Hilton San Antonio → Booth 301 → Tabletop QR
SMS permission
EligibleStatus: granted
Captured Sep 17, 2026, 2:32 PM CDT
Source: Conference Tabletop QR form
Consent copy v1.0-2026-09
Email permission
EligibleStatus: granted
Captured Sep 17, 2026, 2:32 PM CDT
Source: Conference Tabletop QR form
Consent copy v1.0-2026-09
Tags
- event:texas-hair-wellness-expo-2026
- capture:qr
- intake:requested
Capture router
WF-00 · Capture Router
- 1Validate and normalize data
- 2Run contact matching
- 3Append a source touch
- 4Record channel-specific permission
- 5Apply event and capture tags
- 6Preserve or assign owner
- 7Check for an existing open opportunity
- 8Create one opportunity only when appropriate
- 9Route to Interest Request, Existing Client, Identity Review, or Suppressed
- 10Write every action to the activity timeline
Takeaway
Matching updates the existing person instead of creating a second one.