Greg Crawford asked us, “Is there a way to automate putting a contact in a smart list? I don’t see a trigger for that?
I’m updating contacts into my agent CRM that I want to keep in a smart list, not to blend in with other contacts.”
“The filter/s that you’ve used to create your smart list are also the trigger to add contacts there.
So let’s say you have a smart list based off contacts with the tag “march client.” Next time you create or update a contact and add the “march client” tag, they will automatically be added to that smart list you created.
Not sure if this is the automation you are looking for so kindly let us know. Thanks! ?
Also, we have this article with video showing how to create a smart list, it might help: https://branninggroup.freshdesk.com/…/65000179654…“