We are using workform in SalesCRM to capture leads from our website. We would like to be able to embed a tag so that when the lead hits the lead board, there is a field that identifies it as coming from the website.
How do we make this happen?
IN the form settings, you can specify a group for form submissions. It would be possible to then do an automation like below to tag it and move it back to the top group (or any other group you want - or just leave it if that works for your workflow.)
Thank you! that worked!