When a LEAD is merged into an existing USER profile, does it automatically move the people tag from the LEAD to the USER? | Community
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When a LEAD is merged into an existing USER profile, does it automatically move the people tag from the LEAD to the USER?

  • December 20, 2021
  • 1 reply
  • 52 views
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I want to send out an automated email to a USER based on a people tag that was initially added the LEAD. The email is built up so it would only trigger once the people tag (that has been added to the lead) is being added to an existing USER profile.

Best answer by Eric Fitz

Hey @user2149​, when a lead merges into a user profile, any tags assigned are retained!

Levi Martens

1 reply

Eric Fitz
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  • Eric FitzEmployee
  • Employee
  • 1630 replies
  • Answer
  • December 22, 2021

Hey @user2149​, when a lead merges into a user profile, any tags assigned are retained!


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