- Lead Management Automation
- Lead Tagging
- Automated Lead Tagging
Facilitate communication and followup with leads by tagging based on interactions or submissions
This automation category streamlines lead communication by applying tags based on interactions or form submissions, enabling personalized follow-up and efficient segmentation. It ensures leads are automatically organized into relevant groups for targeted messaging, reducing manual tasks. By automating tagging, teams can maintain timely engagement, improve conversion rates, and gain clarity on lead status without extra effort.
Filter by common apps:
Quo
Follow Up Boss
ScoreApp
ClickFunnels
ProspectBoss
Podio
Salesmsg
HubSpot
Slack
Manychat
ThriveCart
Kartra
Google Sheets
Filter by Zapier
ActiveCampaign
- Log incoming text messages from OpenPhone to Follow Up Boss, create notes, and add tags
- Update or create contact in ClickFunnels, and apply tag after quiz completion in ScoreApp
Update or create contact in ClickFunnels, and apply tag after quiz completion in ScoreApp
- Create new contact in Podio when tag is assigned in ProspectBoss
Create new contact in Podio when tag is assigned in ProspectBoss
- Notify sales team in Slack, update contact in HubSpot when new lead is tagged in Salesmsg
Notify sales team in Slack, update contact in HubSpot when new lead is tagged in Salesmsg
- Tag contacts and create inquiries in Follow Up Boss for project leads
Tag contacts and create inquiries in Follow Up Boss for project leads
- Send reminder to team member in Slack about new lead from Manychat tag
Send reminder to team member in Slack about new lead from Manychat tag
- Tag leads in Kartra when ThriveCart processes a successful rebill payment
Tag leads in Kartra when ThriveCart processes a successful rebill payment
- Manage and update leads in ActiveCampaign from Google Sheets, and apply relevant tags
Manage and update leads in ActiveCampaign from Google Sheets, and apply relevant tags
- Notify team in Slack when new lead is tagged in Follow Up Boss
Notify team in Slack when new lead is tagged in Follow Up Boss