How to add tags for my Leads/Contacts by an automation flow?

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  4. How to add tags for my Leads/Contacts by an automation flow?
When you build a form inside your system with standard fields like Firstname, Lastname, Email, and Phone to collect your users/client's information, this form is called a lead collecting form. And you are also allowed to add more fields as per your requirements.
When your users submit this form, the System will automatically create a contact/lead under your account. Sometimes, if your users submit this form multiple times, the system will duplicate contacts for each submission event. To prevent this duplication, you need to create a flow attached to your lead collecting form.

Steps to add tag/s

Add the ‘Add/Remove Tag’ step

Please, add the ‘Add/Remove Tag’ step under the ‘Data Service’ section to your flow.

 

 

Configure the settings

Here you will get the option to Add and remove tag

 

 

If you select the ‘Remove Tag’ option, the system will provide you a list of all the existing tags on the next dropdown element.

Finally, save the step settings, connect all the steps, and publish the flow.


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