Add tags in Encharge when customers enter new segments in Vitally
Start categorizing your customers efficiently as soon as they enter a new segment in Vitally. This workflow ensures every time a customer enters a new segment in Vitally, they instantly get a corresponding tag added in Encharge. Not only does this eliminate the manual work of categorizing and tagging customers, but it also ensures your customer data is always up-to-date across your two favorite apps, making your customer management more effective and streamlined.
Start categorizing your customers efficiently as soon as they enter a new segment in Vitally. This workflow ensures every time a customer enters a new segment in Vitally, they instantly get a corresponding tag added in Encharge. Not only does this eliminate the manual work of categorizing and tagging customers, but it also ensures your customer data is always up-to-date across your two favorite apps, making your customer management more effective and streamlined.
- When this happens...Customer Entered Segment
Triggers when a Customer first enters a Segment
- automatically do this!Add Tag
Tag a person in Encharge
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