SAC 360º Automation – Tag Leads when Closing a Case

Setting up the automation

The purpose of this automation is to automatically apply a tag to the lead as soon as it reaches the status "Resolved", that is, when the support is completed — either by automation or manually. This allows, in the future, to easily identify which leads have already gone through support.

Important: this automation does not is retroactive, that is, it will not be applied to tickets already archived.

In addition, the automation does not have a specific trigger. It runs automatically as soon as the ticket reaches the status defined in "Limit to status", in this case, "Finished".