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How To Tag Contacts Automatically

Automation is where tagging becomes powerful.

You can automatically apply tags when a contact:

  • Books an appointment

  • Cancels an appointment

  • Attends an appointment

  • Submits a form

  • Purchases a product

  • Joins a community

  • Opts into a free resource

To apply tags automatically:

  1. Go to Automation → Workflows

  2. Create a new workflow (or edit an existing one)

  3. Choose your trigger (e.g. appointment booked)

  4. Add an action: Add Contact Tag

  5. Select or create the tag

  6. Save and publish

Tags can also be used as triggers themselves.

For example:

  • If tag added = opt out

  • Then disable marketing communication

This creates protective automation systems inside your CRM.

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