Automations

Add Tag Node

2 min readnode-add-tag

Apply one or more tags to the current lead for filtering, segmentation, and reporting.

Add Tag Node

Adds a tag to the lead record in FlowMaticX. Tags appear on the lead detail page and can be used to filter leads in the CRM view.

When to use it
  • Tag leads as hot-lead when an AI score exceeds 80.
  • Mark leads as whatsapp-sent to prevent duplicate messages in later runs.

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Required fields
FieldTypeRequiredDescription
tagstringYesTag string to apply — e.g. hot-lead, nurture-q2

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Variables available

This node does not produce output variables.

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Step-by-step setup
  1. Add an Add Tag node after a condition or action node.
  2. Enter the tag name (lowercase, hyphens are fine).
  3. Save.

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Example config

json { "tag": "hot-lead" }

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Tips & gotchas
  • Tags are additive — this node never removes existing tags.
  • Use consistent naming conventions (e.g. always lowercase with hyphens) to keep filtering manageable.
  • You can filter the lead list by tag in the CRM to build targeted segments.