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:
Go to Automation → Workflows
Create a new workflow (or edit an existing one)
Choose your trigger (e.g. appointment booked)
Add an action: Add Contact Tag
Select or create the tag
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.
