HighLevel Tags: How to Create and Use Tags

Tags are one of the most powerful organizational tools in HighLevel. They let you label contacts and trigger automations based on those labels.

What Tags Are Used For

• Organizing contacts — Group contacts by interest, source, or status
• Triggering workflows — "Tag Added" can start automations
• Filtering lists — Find specific groups quickly
• Segmenting campaigns — Send targeted emails to tagged groups

How to Create Tags

Option 1: In Settings

1. Go to Settings → Tags
2. Click Create Tag
3. Enter the tag name
4. Save

Option 2: While Adding Contacts

1. Open a contact or create a new one
2. Click the Tags field
3. Type a new tag name
4. Press Enter — the tag is created and applied

Option 3: In Workflows

When building a workflow, the "Add Tag" action lets you create new tags on the fly.

Using Tags in Workflows

As a Trigger

• Tag Added — Fires when a specific tag is applied to a contact
• Tag Removed — Fires when a tag is removed

As an Action

• Add Tag — Apply a tag to the contact in the workflow
• Remove Tag — Remove a tag from the contact

Example: Lead Scoring with Tags

1. Contact fills out form → Add tag "Lead"
2. Contact books call → Add tag "Sales Qualified"
3. Contact purchases → Remove "Lead", Add tag "Customer"

Each tag addition can trigger different follow-up sequences.

Best Practices

• Use consistent naming — "lead-facebook" not "Facebook Lead"
• Don't over-tag — Keep it manageable
• Use tags for segments — Not individual statuses
• Document your tags — Know what each one means

Tags in AI Bot Workflows

Tags become even more powerful when combined with AI chatbots. In CloseBot V2, tags control which workflow a contact enters — a "router" workflow checks the incoming message, assigns a tag based on intent, and routes the contact to the right conversational flow. No tag, no response. The right tag, the right bot.