Contact Automation Handling in Forms.
Description: If tags are added to a newly created contact using a form, and those tags have any automation, the automation will be triggered for
InsuredMine is SOC 2
Type II Certified
Tag
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
I have created a tag group in contacts, is there a way to download that list?
Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2.
