How to Use 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