Automatically file your contacts: pipeline stage and folder

📍 Where to find it: Data Sync → (any source) → "Where to file the contacts" block

Each Data Sync source can send the created contact to a destination: a stage in your pipeline (Leads kanban) and/or a contact folder. This is the "router" shared by all sources.

How it works

When a contact comes in (a new row in a Sheet, an inbound link submission, an imported row, a form response), Madyis Hub places it in the chosen pipeline stage and adds it to the chosen folder. Adding to the folder is duplicate-free: even if the same row comes through again, the contact is added only once. Putting a contact in a folder emits a signal that can enroll it, once and for all, in the Flow associated with that folder.

Step by step

1. Open any source in "Data Sync" (Google Sheet, Inbound link, Import a list, or a form's destination).
2. Find the "Where to file the contacts" block.
3. Choose a "Pipeline stage" (or "Do not put in the pipeline").
4. Choose an existing "Folder", "No folder", or "New folder…".
5. If you choose "New folder…", enter its name (it will be created automatically).
6. Save: contacts from this source will now be filed this way.

Good to know

• You can choose only a stage, only a folder, both, or neither.
• If you choose no destination, the contact is created but not filed anywhere.
• The folder is the element that can trigger a Flow: it is the bridge between Data Sync and marketing automation.
• Filing is "best effort": if it fails, it never blocks the creation of the contact nor the receipt of the data.