Workflow Trigger - Contact Tag

What is the Contact Tag Trigger?

• The 'Contact Tag' trigger initiates a workflow whenever a specific tag is applied to or removed from a contact's profile. This is highly useful for segmenting leads and triggering targeted campaigns.

Setting Up the Trigger

• 1. In your workflow, click 'Add New Workflow Trigger'.
• 2. Search for and select 'Contact Tag'.
• 3. Click 'Add Filters' to specify the conditions.

Configuring the Filters

• - Tag Added: Select this if you want the workflow to start when a tag is applied. Then select the specific tag from the dropdown.
• - Tag Removed: Select this if you want the workflow to start when a tag is taken off a contact.
• [IMAGE PLACEHOLDER: Contact Tag Trigger Setup]

Common Use Cases

• - Starting a welcome sequence when a 'New Lead' tag is added.
• - Moving an opportunity to a different pipeline stage when a 'Purchased' tag is added.
• - Sending a re-engagement email when an 'Inactive' tag is applied.

Search Tags

• Tags: workflow, trigger, contact tag, automation, tags