Custom Tags

Automating Moments That Matter

What Is a Custom Tag?

Custom tags are dynamic, automation-driven labels built in Workflows.

They identify:

• Behavioral changes
• Trigger events
• Time-based activity
• Signal-based opportunities

These run continuously through our workflows feature.

Why Custom Tags Matter

Custom tags allow you to operationalize things like:

• Job changes
• Tech stack additions
• Competitors
• Partners
• Product adoption moments

Instead of manually monitoring signals, your team gets structured intelligence.

This reduces:

• Manual searching
• Missed opportunities
• Reactive outreach

And increases:

• Speed to lead
• Trigger-based engagement
• Proactive GTM execution

Example: Tagging Recent Job Changers

Let’s walk through a real use case.

Use Case:

Identify contacts who changed jobs in the last 12 weeks.

Why this matters:

• New leaders bring new budgets
• New hires re-evaluate tools
• Fresh org structures create opportunity

Step 1: Navigate to Workflows

• Open the sidebar
• Click the lightning bolt icon (Workflows)
• Select “View All Templates”

Step 2: Select Template

Choose:
Tag Contacts

Click “Create.”

This template runs multiple times per day automatically.

Step 3: Add Filter Criteria

Add filter:

• Job Change
• Timeframe: Last 12 weeks

You are defining the moment that matters.

Step 4: Apply or Create Tag

• Search existing tags
  OR
• Create new tag (e.g., “Recent Job Changer”)

Step 5: Name + Activate

• Name your workflow clearly
  Example: Tag Contact – Job Change (12 Weeks)
• Save
• Activate

The workflow now runs continuously in the background.

No manual intervention required.

🧠 Custom Tag Strategy Ideas

Once you understand this structure, you can build:

• “Competitors” tag
• “New Executive at ICP” tag
• “Tech Stack Change” tag
• “Partner” tag

Every custom tag should answer:

What moment should my GTM team act on immediately?