Flowing Tags into CRM and vise-versa

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We use Membrain CRM, which is integrated with Active Campaign. I understand that it’s not possible to directly sync the tags on a contact between the two systems. However, I have fields that are synced in both my CRM and Active Campaign to mirror the tags we use. What I would like is some guidance on how I could update the custom tags field in the CRM so that it would automatically update a tag in Active Campaign, and vice versa—if I update a tag in Active Campaign, it should update the corresponding field in my CRM through the synced field. I assume this requires automations, but I’m unsure where to begin. for a few seconds

We use Membrain CRM integrated with ActiveCampaign. Currently, I understand that there is no direct method to transfer tags from contacts into the CRM. To address this, we have set up fields in both the CRM and ActiveCampaign to mirror our tags.

I am seeking guidance on establishing a process where updating the custom tags field in the CRM automatically updates the corresponding tag in ActiveCampaign, and vice versa. I assume this will involve setting up automations, but I am not sure where to start.

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Hey @carboceramics, you just need to trigger your automation with the “Contact field changes” trigger.

So let’s say you want it so that when your custom field changes to “Tag A”, it actually tags that contact with Tag A in ActiveCampaign.
It would look something like:

Trigger: Contact Field Changes
From: Any value
To: A specific value - Contains - Tag A
Runs: Every time

Then add a “Add a tag” step to actually add Tag A to the contact.

This is the simplest version, and you can increase complexity by looking for multiple field values, adding If/Else branches, removing tags, etc.

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