How to Automatically Tag New Connections: "Auto-tag New Contacts" Template

Learn how to use the Auto-tag New Contacts automation template to instantly apply CRM tags to every new lead, keeping your network perfectly organized without any manual effort.

As your network grows, keeping track of who is who can become overwhelming. The "Auto-tag New Contacts" automation template solves this by automatically applying a specific tag to every person added to your CRM. This makes it incredibly easy to filter, sort, and review your newest connections later.

Follow this step-by-step guide to set up your automatic tagging workflow.

Step 1: Select the Template

To begin, access your automation library:

1. Log into your dashboard and navigate to Automations in the left-hand menu.
2. Click the New Automation button.
3. Scroll down to the Templates section.
4. Click on the Auto-tag New Contacts template. This will load a pre-configured workflow draft.

Step 2: Review the Trigger (When)

Because you are using a template, the trigger is already optimized for you.

• The Workflow Trigger: The "When" block is configured to fire When a new contact is created.
• How it Works: This automation activates the moment a new contact enters your workspace—whether from a digital business card exchange, a Google Contacts sync, or a manual entry. No changes are needed in this section.

Step 3: Configure the Tagging Action (Then)

Next, define which specific tag you want the system to apply. Scroll down to the "Then" block, which is set to Add Tag to Contact.

• Tag Field: By default, the template pre-fills the tag with the word new.
• Customize It: You can delete new and replace it with any tag that fits your current goals. For example, if you are attending a specific event, change the tag to CES 2026 or Trade Show Lead to categorize those specific leads.

Step 4: Save and Launch

Finalize your automation to put it into action:

1. At the top of the screen, give your automation a recognizable name (e.g., "Trade Show Auto-Tagging").
2. Click the Create Automation button to activate it.

Now, anytime a new contact is captured, they will instantly be labeled with your chosen tag!

Pro Tip: Weekly Reviews

This template pairs effectively with the CRM filters on your Contacts page. At the end of every week, filter your contacts by the "new" tag to review fresh connections. Once you have successfully followed up, you can manually remove the tag to clear your queue.