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.
- Keap or Infusionsoft
How It Works
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 the tag to apply to all associated records.
Trigger your tagging through an http post in Infusionsoft/Keap.