You can automatically tag leads or contacts when they submit a form by using an automation flow. Here’s how to set it up:
- Go to Automation and create a new flow.
- Set the Trigger Type as Form Submission and select your lead capture form.
- From the left panel, go to Data Service and drag in the Add/Remove Tag step.
- Choose whether to Add or Remove a tag.
- If removing, a list of existing tags will appear for selection.
- Click Save after setting the tag options.
Connect all steps in the flow and click Publish.
