How to Use Tags to Trigger Actions
Step 1: Navigate to the Triggers section within your Leadinfo inbox.
Step 2: Click on the “New Trigger” button to create a new automation.
Step 3: In the conditions area, select “Tag is any of” to specify a tag as your trigger.
Step 4: Choose the action you want to perform, such as:
- Sending the lead to your CRM (for example, HubSpot or Pipedrive)
- Sending an email notification
Tags may not trigger actions immediately
When utilizing tags in your triggers, it's important to remember that Leadinfo does not process them in a specific order. For example, if you have:
- Trigger 1: Add tag "Hot Lead"
- Trigger 2: Send companies with the tag "Hot Lead" to HubSpot
There is a possibility that Trigger 2 could activate before Trigger 1. This means that the company may not be sent to HubSpot immediately, as the tag has not yet been assigned. Consequently, the CRM action might only occur later, potentially during the next website visit.
Use the same conditions
To make sure actions like sending to your CRM happen immediately, it’s best to use the same conditions in your trigger that originally added the tag.
That way, the trigger fires in real time, without waiting for a next visit for the tag to be assigned first. Let’s say you want to tag a company as “Hot lead” when they visit your pricing page.
Instead of using a tag-based trigger, create a trigger like this:
Step 1: Condition: Company visited the pricing page.
Step 2: Action: Send to CRM and Apply tag “Hot lead”.
This ensures that both the tagging and the CRM action happen instantly, during the same visit.