Triggers works as an "if, then" statement to automate actions within your system. They are a great way to automate features, send reminders, or set up reoccurring actions. An example of a common trigger is that they can be used as a ‘prompt’ or reminder of a contact/lead action, such as replying to communication or being added to a campaign.
The triggers perform a specific activity that is set off by an event in the system. Check out the steps and GIF below to learn how to set up a trigger:
Navigate to Triggers.
Click Add Trigger.
Name your Trigger.
Add your desired filters in part 1, for what triggers the rule.
Choose one or more action to occur (part 2) based on what triggers the rule (part 1).