Using Tags Inside Automation & Workflows

Steps to Use Tags Inside Automation / Workflow #

1. Go to Automations → Create Workflow
2. Give a Workflow Title
3. Click + → Custom Webhook → Generate Hook
4. Capture sample data → Save
5. Click + → CRM → Tags
6. Choose an option:
   • Assign & Create Tag (if not exists)
   • Assign Existing Tag
   • Remove Tag
7. Map Contact ID
8. Enter Tag Name (use comma for multiple tags)
9. Click Run & Save
10. Check Run History → Save & Enable Workflow