An Automation for adding contacts to a tag group (syncing with retriever cloud)
With Retriever cloud,
We must sync contacts via a tag group.
With R4TW we're able to sync contacts with a quicklist,
quicklist are more beneficial since they update automatically.
If there was a way to choose quicklist with retriever cloud, even better.
If there was a way to set an automation to add contacts to a tag group, also even better.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Since the new Outlook Sync feature works off of tag groups, it would be nice to have the ability to create a tag group for say John Doe's clients, once that client record is assigned to John Doe as the servicing advisor, the tag group would then automatically add said client so that his contact information then seamlessly transfers into Outlook.