Organizers (Advanced): Assign Tags Depending on Organizer Answers

The Update Account Tags feature in Organizers allows applying or removing account tags automatically depending on the client’s answers to questions. That may help you perform onboarding and similar tasks in the most efficient way. For example, you can add tag-based conditional automation to the next stage of your pipeline.

The Update Account Tags feature in Organizers allows applying or removing account tags automatically depending on the client’s answers to questions. That may help you perform onboarding and similar tasks in the most efficient way. For example, you can add tag-based conditional automation to the next stage of your pipeline.