Tag Associated Records

Use when working with businesses that may have multiple contacts associated with them. Great for keeping associated records moving through a funnel together. 



Available for:

  • Infusionsoft

How It Works

Define Field

Choose which field you want to use. This field will define the relationship between the contact records. An example would be the "Company" field.

Choose Tag

Choose the tag to apply to all associated records.

Trigger Tagging

Trigger your tagging through an http post in Infusionsoft/Keap.

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