- 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:
ActiveCampaign
Close
CueGrowth
Zoho CRM
Ontraport
Facebook Conversions
Google Sheets
Kartra
Sierra Interactive
Slack
myHomeIQ
Shopify
Filter by Zapier
Manychat
monday.com
systeme.io
Wodify Core
- Update lead information in Close when a tag is added in ActiveCampaign
- Create or update leads in Zoho CRM from new tags in Growth-X
Create or update leads in Zoho CRM from new tags in Growth-X
- Update lead status in Ontraport and send funnel event to Facebook Conversions
Update lead status in Ontraport and send funnel event to Facebook Conversions
- Assign tag to lead in Kartra when new entry is added in Google Sheets
Assign tag to lead in Kartra when new entry is added in Google Sheets
- Notify team on Slack, and create myHomeIQ report when new tag is added in Sierra Interactive
Notify team on Slack, and create myHomeIQ report when new tag is added in Sierra Interactive
- Create or update lead in Kartra and tag for future engagement when a Shopify order is paid
Create or update lead in Kartra and tag for future engagement when a Shopify order is paid
- Update lead status in monday.com when a new tag is added in Manychat
Update lead status in monday.com when a new tag is added in Manychat
- Update contact information and add tags in systeme.io from new tagged user in Manychat
Update contact information and add tags in systeme.io from new tagged user in Manychat
- Update lead information in Wodify Core when a tag is added or removed in ActiveCampaign
Update lead information in Wodify Core when a tag is added or removed in ActiveCampaign