SAC 360º Automation – Tag Leads when Closing a Service

Configuring 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 interaction is completed — whether by automation or manually. This makes it possible, in the future, to easily identify which leads have already gone through a support interaction.

Important: this automation does not is retroactive, that is, it will not be applied to support interactions that have already been archived.

In addition, the automation does not have a specific trigger. It is executed automatically as soon as the support interaction reaches the status defined in "Limit to the status", in this case, "Completed".