Zapier Integration - action to add/remove tags
complete
H
Hugh (Product Support Manager)
Add a new action to the Zapier integration to add or remove tags from users in ClickFunnels.
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete!
You can read more about connecting with Zapier in our help article here: https://support.myclickfunnels.com/support/solutions/articles/150000156424-integrations-how-to-integrate-with-zapier
If you have any questions about this or need any help with it, please reach out to our support team for help.
Most recent improvements:
=> You can now apply a tag by just providing the email address; we'll find or create a contact for you in ClickFunnels!
=> You can now also add any tag names coming from previous triggers or free text; we'll find or create a tag for you in ClickFunnels!
=> We have added a new Remove Tag From Contact action.
Rich Steinmetz (ClickFunnels Engineering)
Hey folks, we had a bigger update around applying tags just now:
=> You can now apply a tag by just providing the email address; we'll find or create a contact for you in ClickFunnels!
=> You can now also add any tag names coming from previous triggers or free text; we'll find or create a tag for you in ClickFunnels!
=> We have added a new Remove Tag From Contact action.
D
David Lamoureux (Product Support Analyst)
complete
I am happy to announce this feature is now complete!
You can read more about connecting with Zapier in our help article here: https://support.myclickfunnels.com/support/solutions/articles/150000156424-integrations-how-to-integrate-with-zapier
If you have any questions about this or need any help with it, please reach out to our support team for help.
Most recent improvements:
=> You can now apply a tag by just providing the email address; we'll find or create a contact for you in ClickFunnels!
=> You can now also add any tag names coming from previous triggers or free text; we'll find or create a tag for you in ClickFunnels!
=> We have added a new Remove Tag From Contact action.
David Tien
Hi Rich Steinmetz (ClickFunnels Engineering), why is the option to "Apply Tag to Contact" is not available under the "Action" Tab?
This way, we can create/update contact and add a tag at the same time.
Rich Steinmetz (ClickFunnels Engineering)
Hey David Tien, thanks for the feedback! This is on our roadmap to make adding tags available in the "Update or Create Contact" action. However, I don't think it's possible in Zapier to have an Action within an Action as you describe it. We prioritized a more flexible separate "Apply Tag to Contact" action as the first step, because Zapier users often add tags to contacts without the "Update or Create Contact" (e.g. after the "One-Time Order Paid" action, where the contact_id is already known).
Rich Steinmetz (ClickFunnels Engineering)
Hey folks, the "Apply Tag to Contact" action is now available in Zapier.
James Curran
Rich Steinmetz (ClickFunnels Engineering) You are our hero today!
Rich Steinmetz (ClickFunnels Engineering)
Thanks James Curran! :D
The engineering team is happy that you like the new feature!
Pamela Lanigan
why is this not a thing already?
Rich Steinmetz (ClickFunnels Engineering)
Hey Pamela Lanigan: It is now, if you go to Zapier and look for the "Apply Tag to Contact" action :)
Melanie Nichols
Just registering my upvote.
Jayson Gaddis
Is this added to the event? Currently, the only available event is the 'create or update contact'.
Rich Steinmetz (ClickFunnels Engineering)
Hey Jayson Gaddis, it will be a separate Zapier action.
Rich Steinmetz (ClickFunnels Engineering)
Hey Jayson Gaddis, It is now, if you go to Zapier and look for the "Apply Tag to Contact" action :)
Marco Scabia
Yes. This is super important.
Please add this functionality also to the API, so that it is possible to add a tag not only through Zapier, but also through other similar tools by means of an API call.
Rich Steinmetz (ClickFunnels Engineering)
Hey Marco Scabia , this is already possible via the AppliedTags API: https://apidocs.myclickfunnels.com/tag/Contacts::AppliedTag#operation/listContactsAppliedTags ;)
Marco Scabia
Rich Steinmetz (ClickFunnels Engineering) Thank you! This is great!
Kim Reutzsel
I am so glad this is being worked on - I was just going to not continue with CF because it seemed I need many work arounds and I am not tech enough to do them. Do you have an idea of timeline?
Rich Steinmetz (ClickFunnels Engineering)
Hey Kim Reutzsel, adding tags is now possible if you go to Zapier and look for the "Apply Tag to Contact" action.
Rich Steinmetz (ClickFunnels Engineering)
in progress
Adding tags is actively being worked on.
JoAnn Crohn
Rich Steinmetz (ClickFunnels Engineering) This makes me soooo happy!!!
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