We have MindBody and sync to Infusionsoft. So when I attend an event and upload those contacts, I tag them for the appropriate nurture sequence. But how do I identify and tag all those leads that are synced each day?
I personally haven’t had any experience with the MindBody integration. Does it not have abilities to tag contacts automatically, once you have set up the integration? I’m guessing not, hence the question.
I’m wondering, if it has the ability to trigger any sort of automation, you may be able to launch the newly synced contact into a campaign that could handle tagging.
Some of our community members may have experience with this integration though. Especially our Certified Partners.