- Lead Management Automation
- Lead Tagging
- Dynamic Lead Tagging
Update and manage lead information and tags based on specific actions or events
Automate lead data updates and tagging based on key triggers to ensure your contact records are always current and accurately segmented. This workflow reduces manual data entry by syncing new lead info and applying relevant tags across platforms whenever specific events occur. By keeping tags and contact details up to date, you can streamline follow-up processes, improve targeting, and boost conversion rates.
Filter by common apps:
Close
LeadConnector
Help Scout
Formatter by Zapier
Notion
ActiveCampaign
Keap
Slack
Airtable
Manychat
Filter by Zapier
Sierra Interactive
Delay by Zapier
Salesforce
Mailchimp
- Update contact information and tags in Close and LeadConnector when a new event is created
- Create and update lead entries in Notion from Help Scout tag changes
Create and update lead entries in Notion from Help Scout tag changes
- Update Notion database with lead info when tag is added in ActiveCampaign, format date and time
Update Notion database with lead info when tag is added in ActiveCampaign, format date and time
- Manage lead information in Close from Keap when a contact tag is applied
Manage lead information in Close from Keap when a contact tag is applied
- Update lead information in Airtable from new Slack reaction, and format text data
Update lead information in Airtable from new Slack reaction, and format text data
- Track and update leads in Notion when a tag is added in Manychat
Track and update leads in Notion when a tag is added in Manychat
- Notify the team in Slack about new lead tag details, and update lead status in Sierra Interactive
Notify the team in Slack about new lead tag details, and update lead status in Sierra Interactive
- Update Mailchimp subscriber tags when Salesforce lead criteria are met
Update Mailchimp subscriber tags when Salesforce lead criteria are met
- Create lead records in Notion and update opportunities in LeadConnector when a new tag is added in Manychat
Create lead records in Notion and update opportunities in LeadConnector when a new tag is added in Manychat