Workflow Trigger: Contact Tag

The Contact Tag workflow trigger starts automation whenever a specific tag is added to or removed from a contact record. This trigger is one of the most widely used because tags are often the backbone of segmentation, lead status, and behavioral tracking.

What the Contact Tag Workflow Trigger Does

This trigger activates when a defined tag is applied to or removed from a contact. Once triggered, the contact enters the workflow, allowing you to send messages, update records, notify team members, or route the contact into another automation.

How to Set Up the Contact Tag Trigger

1. Open your workflow builder
   • Go to Automation → Workflows.
   • Create a new workflow or edit an existing one.
2. Add the Contact Tag trigger
   • Click to add a new trigger.
   • Select Contact Tag from the Contact trigger list.
3. Select tags and conditions
   • Choose one or more tags the trigger should watch.
   • Select whether the workflow should run when a tag is added or removed.

   Important note: The workflow will trigger when any selected tag meets the chosen condition.

4. Save the trigger
   • Save the trigger before adding workflow actions.
5. Add your actions
   • Send emails or SMS messages
   • Apply or remove other tags
   • Notify internal team members
   • Add the contact to another workflow
6. Save, publish, and test
   • Save the workflow.
   • Publish it so automation becomes active.
   • Test by adding or removing the selected tag on a contact.

Common Use Cases