Automations are steps that track the position of a customer in a funnel. They work similarly to IFTTT rules ( If This Then That ).

First, go to Setup -> Automations and create a new automation:

  • First, we set up a word or phrase to be identified in the link
  • Then, we set up Name and tag we want it applied to the lead that reach that URL link
  • If the URL link has that phrase within, the lead will be applied the set tag