- 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:
Kajabi
Close
SamCart
Kartra
Google Sheets
Brivity
Filter by Zapier
LeadSimple
LeadConnector
Typeform
ClickUp
ActiveCampaign
Formatter by Zapier
Facebook Conversions
Webhooks by Zapier
Delay by Zapier
- Manage lead information and activities in Close when a tag is added in Kajabi
- Remove tags from lead in Kartra when new order is placed in SamCart
Remove tags from lead in Kartra when new order is placed in SamCart
- Update Google Sheets with lead details from Kartra when a tag is assigned
Update Google Sheets with lead details from Kartra when a tag is assigned
- Create new lead in Brivity when a tagged lead is generated in Brivity
Create new lead in Brivity when a tagged lead is generated in Brivity
- Update contact information and project stages in LeadConnector when lead tags change in LeadSimple
Update contact information and project stages in LeadConnector when lead tags change in LeadSimple
- Update tasks in ClickUp, and manage contact tags in ActiveCampaign from Typeform submissions
Update tasks in ClickUp, and manage contact tags in ActiveCampaign from Typeform submissions
- Track lead events in Facebook Conversions when a tag is added in ActiveCampaign, and format date/time
Track lead events in Facebook Conversions when a tag is added in ActiveCampaign, and format date/time
- Create or update lead in Kartra and assign tag from webhook data
Create or update lead in Kartra and assign tag from webhook data
- Notify endpoint with lead information after delay from Kartra, and send POST request via Webhooks
Notify endpoint with lead information after delay from Kartra, and send POST request via Webhooks