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1. Automations: Change of Contact Status TO Create/Update Contact Tag Group

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   3 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   An error occurred while saving the comment
   Alyssa commented  ·  September 15, 2016  ·  Delete…

   I have a tag group where contacts are automatically added if they submitted a form on our website. I want to be able to set up an automation like this:

   Trigger Event: Contact Added
   Do this Action: Enable Workflow
   If All Conditions True: Contact is member of Website Leads tag group

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   Alyssa supported this idea  ·  September 15, 2016