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Documentation Index

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The CRM Label destination applies a label or tag to the associated account or contact in your CRM whenever an automation triggers. This is useful for tracking which signals have fired without enrolling contacts into active outreach.

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How It Works

  1. In the automation builder, select Set CRM Label as the action.
  2. Choose the CRM platform (Salesforce, HubSpot, or Attio).
  3. Save and activate.
When a signal fires and passes your filters, Avina writes signal data to the associated CRM records. This includes a human-readable summary and one or more signal tags.

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What Gets Written

Each signal writes structured data to your CRM:
  • Signal summary: a plain-English description of what triggered the signal
  • Signal tags: lowercase identifiers like avina_web_visit_signal or avina_new_hire_signal
For details on tag formats and CRM-specific setup, see Push to Salesforce and Push to HubSpot.

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Use Cases

  • Passive tracking: Log signal activity in your CRM without triggering outreach
  • CRM reporting: Build reports and dashboards based on signal tags
  • Workflow triggers: Use CRM-native automation (Salesforce Flows, HubSpot Workflows) to act on signal tags
  • Audit trail: Maintain a record of all signals that fired for an account