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How to Add Contacts in Bulk to a Workflow

This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a step-by-step guide, details on the available scheduling modes, and answers to common questions.

Last updated: May 26, 2026


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On this page

  • What is Bulk Adding Contacts to a Workflow?
  • Key Benefits of Adding Contacts to a Workflow in Bulk
  • How to Add Contacts to a Workflow in Bulk
  • Step 1: Filter Your Contacts
  • Step 2: Add to Automation
  • Step 3: Configure the Automation
  • Scheduling Modes
  • Send All at Once
  • Send at Scheduled Time
  • Send in Drip Mode
  • Tracking Progress
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Importing Contacts using a CSV file
  • Contacts – All-New Contact Detail Page
  • Contact Types
  • Internal Tasks for your Team
  • Adding Contact Tags to Multiple Contacts
  • Importing Contacts and Opportunities via CSV
  • "Add Contact" Form Upgrade and Customizations
  • Adding Files To Contacts using a Custom Field
  • Adding Multiple Phone Numbers for a Contact
  • Advanced Filters in Smart Lists
  • Company Object Feature: A Manual Way to Organize Contacts
  • Contact Activity Tab on Mobile
  • Contact Date Of Birth Field (Birthday)
  • Contact Profile Picture
  • Contacts - Manage and Merge Duplicates
  • Contacts – Revamped List View & SmartLists
  • CSV File Format for Importing Objects
  • FAQs
  • How to Create & Manage Smart Lists
  • How To Delete Contacts and Their Data
  • How to get customer consent or track legal basis to process your lead's or customer's personal data
  • How to Manage Multiple Email Addresses for a Contact
  • How to Merge Duplicate Contacts in Bizura
  • How to Use Do Not Disturb (DND)
  • Troubleshooting Bulk Imports Via CSV
  • Activity Section Upgrade
  • How to Create Subscriptions & Invoices from Contact's Profile
  • How to Customize the Contact Detail Page
  • Removing Contact Tags From Multiple Contacts
  • New Drip Mode Architecture for Bulk Actions

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