Impossible to use contact tags in workflow automation ?

Marketing_12451
Marketing_12451 Posts: 3
edited July 2022 in Workflow Automation #1

Hi,

I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... 

It there a way to do it ? or do i have to use Zapier ?

Thanks

Jean

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited November 2020 #2

    Hi @Marketing 

    You can use custom fields like single- and multiple option to create tags in Pipedrive. Then when setting up an automation you can use this as filter options to decide if the automation should be triggered or not. So you should be able to do this. If you can't figure it out let us know where you're stuck or reach out to the in-app support chat.

Categories