How to Add Tags to Saved Lists (and Why It Matters)

Learn how to add tags to Saved Lists and send them to your CRM with automation-ready labels. Use tags to organize leads, trigger workflows, and streamline campaigns in tools.

Overview

Tags help you organize leads and automate actions when sending contacts from the Lead Generation Tool to your CRM. By tagging lists, you can trigger workflows, segment contacts, and manage campaigns more efficiently—especially in tools.

Step-by-Step: Adding Tags to a Saved List

Step 1: Go to Saved Lists

From your Lead Generation Tool dashboard, navigate to Saved Lists. This page shows all lists created in your account.

Step 2: Select the List

Find the list you want to tag. Click the gear icon next to that list.

Step 3: Open Tags & Source

From the menu, click Tags & Source.

Step 4: Add Tags

In the Tags field, type the tag name you want to apply (e.g., HVAC, Autopilot).

• To add multiple tags, separate them with commas.

Step 5: (Optional) Add a Source

In the Source field, you may add where the lead came from (e.g. Leads Campaign).

• This field is optional and can be left blank.

Step 6: Save

Click Save to apply the tags.

Step 7: Send to CRM

When contacts from this list are sent to your CRM, the tags will be included—allowing you to trigger automations, workflows, or pipelines.

Why Tags Are Important

• Trigger CRM automations and workflows
• Segment leads by campaign, industry, or intent
• Keep outreach and follow-ups organized
• Improve reporting and attribution