Tags
Create, Assign, and Manage
Every Tag
A central interface for creating, renaming, merging, and managing tags across your entire platform. See usage counts, apply tags in bulk, and use tag events as triggers for automations and pipeline transitions.
Full lifecycle management
Create, rename, merge duplicates, and archive stale tags from one central dashboard.
Bulk operations
Select hundreds of contacts and apply or remove tags in a single action. Combine with filters for segment-level tagging.
Automation-ready
Every tag addition or removal can trigger workflows, move pipeline cards, or update KPI scores automatically.
Tag management
Everything you need to manage tags at scale
Tag Creation & Editing
Create new tags instantly, assign them to groups, and edit names or descriptions at any time. Changes propagate across all contacts and features automatically.
Bulk Tagging
Select multiple contacts from a filtered view and apply or remove tags in one operation. Perfect for re-segmenting lists after imports or campaign completions.
Usage Tracking
Every tag shows how many contacts, deals, and automations reference it. Identify unused tags for cleanup and high-usage tags that need attention.
Merge & Deduplicate
Found duplicate tags? Merge them into one and all associated contacts and automations transfer automatically. No data loss, no manual cleanup.
Tag-Based Filtering
Filter contacts, deals, and pipeline cards by tag with AND/OR logic. Save complex tag filters as reusable views your team can access instantly.
Workflow Triggers
Use tag additions or removals as triggers in the workflow engine. When a contact receives a specific tag, automations fire instantly to move deals forward.
Bulk operations
Tag hundreds of contacts in seconds
Select an entire filtered view of contacts and apply tags in one click. After a webinar, tag all attendees. After an import, tag the entire batch by source. Bulk tagging turns what would be hours of manual work into a single operation.
Automation fuel
Tags that trigger entire workflows
Every tag change is an event. Tag a contact as Qualified and the system can automatically move their deal to the next pipeline stage, assign a rep, send a follow-up email, and update their KPI score without any manual steps.
Better tagging starts here
Stop managing tags in spreadsheets.
Create, assign, merge, and automate with a tagging system built for teams that move fast.