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Status Future consideration
Categories Features
Created by Nathaniel Collum
Created on Sep 19, 2024

Support "same as" automations for tags


What is the challenge?

Automations currently make it possible to pass values from one record to another, such as users and dates.

We need the ability to set the same tags across records.

What is the impact?

We often capture a key customer's name or some other relevant info in tags. That information should be propagated to all related records automatically.

Describe your idea

Support "same as" automations for tags

  • Account wide tags

  • Custom tags


  • Attach files