Within Autopilot in Leadinfo, you can now automatically assign tags to companies based on specific actions or behaviours. This feature allows you to better organise your leads and streamline your workflow by connecting tagged companies to your CRM or other tools.
Why is tagging useful?
Tagging in Autopilot helps you organise your leads better by adding extra context to each company. This makes your CRM clearer and more efficient.
Here are a couple of examples of when tagging can be particularly helpful:
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LinkedIn Connection Accepted: When a company goes through your Autopilot flow and accepts a LinkedIn connection request, you can automatically tag them with “LinkedIn connection accepted”.
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Follow-up Required: After a company completes all steps in your campaign, you can tag them with “To Do / Call” so you know to follow up with a phone call.
These tags can then be used in your triggers to automatically transfer these leads to your CRM, including HubSpot and other platforms, allowing you to manage your follow-up activities.
How to set up tagging in Autopilot
Step 1: Go to the Autopilot section in Leadinfo.
Step 2: Choose an existing flow or create a new Autopilot flow.
Step 3: Add as new Action “Tag Lead”.
Step 4: Choose the appropriate tag name.
Step 5: Save and activate your Autopilot flow.
How to set up a trigger based on tags
Step 1: Navigate to the Triggers section in Leadinfo.
Step 2: Click on “New Trigger”.
Step 3: Under Segment, select “Specific Companies”.
Step 4: Add the criterion “Tags” and select the tag you used in your Autopilot campaign.
Step 4: In the Action section, choose your desired follow-up. For example, push all companies with the tag to your HubSpot CRM.
By combining tagging and triggers, you can fully automate and optimise your lead management process, ensuring the right follow-ups happen at the right time.