Tagging new and existing contacts from Kartra

Status: Open · Asked by Jennifer Hays on · 0 views

emsbabydoll — Question ·

I would like to bring new subscribers from Kartra to Pabbly then over to Zagomail, but then I would like to add a tag to all who go through the Kartra funnel. This is where I am getting tripped up. I can add a tag to new subscribers, but can't figure out how to pull up the current subscribers who might go through the funnel and tag them.

Thanks for your help!

emsbabydoll — Reply ·

I think I figured it out....

Arshil Ahmad — Reply ·

Hi @emsbabydoll,

I am glad you were able to figure this out. Just for reference, here's how you could achieve your use case using a Router:

  1. Capture the leads through the Kartra trigger step.
  2. Search to see if the lead exists in Zagomail.
  3. Add a Router to your workflow with two Routes:
    • Existing Subscriber: If a lead already exists in your Zagomail account, this route will be used to simply add a tag to that existing subscriber.
    • New Subscriber: If a lead does not already exist in your Zagomail account, this route will add a new subscriber to your Zagomail account and then add a tag to that subscriber.

Back to all forum threads · Log in to reply