Lead Tag
3 min
Introduction
The Lead Tag Trigger automatically assigns a predefined tag to a contact when a new message arrives at your WhatsApp number.
This feature helps classify new conversations as leads and allows CRMs to use the tag as an automation trigger.
How it works
- Activate Lead Tag → Enable the trigger in your panel.
- Lead Tag field → Enter the name of the tag you want to assign (e.g., lead, wa, prospect).
- When a new WhatsApp message is received on the connected number:
- The system adds the configured tag to the contact in your CRM.
- This tag can then be used as a condition in automation workflows.
Example
- You configure the Lead Tag as: lead.
- A new contact sends a message to your WhatsApp number.
- The CRM automatically assigns the tag lead to that contact.
- In your CRM automation builder, you create a rule:
- Trigger → “When tag is added: lead”
- Action → Send a welcome email, assign to a sales rep, or start a pipeline sequence.
- Current CRM Integrations with Wazzap: Highlevel CRM Integration
Result
- Every new WhatsApp message generates a tagged lead in your CRM.
- You can build automations that run immediately after the tag is applied.
⚠️ Important Notes
- Tag names are recommended to be short, lowercase, and consistent (e.g., lead, wa_lead).
- Most CRMs (e.g., Highlevel) support tag-based automation triggers.
- This trigger only fires on the first incoming message from a contact. Subsequent messages do not reapply the tag.