Auto-Set Contact Vertical from AI Agent
T
TheBuzihub Growth Systems
When an AI Agent creates a contact while prospecting for a specific vertical, could GHL automatically populate the contact’s Vertical custom field based on which AI Agent created the contact?
For example:
AI Agent: Real Estate → Vertical = Real Estate
AI Agent: Hospitality → Vertical = Hospitality
AI Agent: Healthcare → Vertical = Healthcare
One possible solution could be an automation action where we select a specific AI Agent and then set the corresponding custom field value.
This would save us from manually categorizing contacts created through AI prospecting and keep the CRM data structured.
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