Triggers

How To Set Up Triggers From Form Submissions
You may want to set up a trigger to fire off one or more actions based on a form being submitted. Follow these simple steps to learn how to create a trigger...
Sun, 19 Sep, 2021 at 11:11 PM
How To Set Up Trigger Links And Trigger Link Triggers
Trigger links can be built in the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways...
Sun, 19 Sep, 2021 at 11:11 PM
How To Build, Edit and Use Task Related Triggers
There are many ways you can create tasks such as in a pipeline, campaign or contact record. For this tutorial, we will be creating a task from within a c...
Sun, 19 Sep, 2021 at 11:11 PM
​How Triggers Work
Triggers works as an "if, then" statement to automate actions within your system. They are a great way to automate features, send reminders, or se...
Sun, 19 Sep, 2021 at 11:12 PM
​How to Set Up Email/SMS Notification When An Action Occurs
Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and ...
Sun, 19 Sep, 2021 at 11:12 PM
​How To Create Folders For Your Triggers
Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently. Step 1: Create a Trigger Navigate to Triggers >...
Sun, 19 Sep, 2021 at 11:13 PM
​How To Create Push Notifications For Triggers
Push notifications on Triggers allow you to send an alert to yourself or your Lead when someone is added to a Campaign. You can set a custom message that wi...
Sun, 19 Sep, 2021 at 11:13 PM
How To Create An Auto Responder Using Triggers
This tutorial covers how to  set up an “Auto Responder” using triggers. Step 1: Create a Trigger Navigate to Triggers and create a new trigger. The...
Sun, 19 Sep, 2021 at 11:14 PM
What Are Custom Actions (Triggers) and What Does Each Option Do
In this article, you will learn all the different custom actions that can be utilized and how each action or event functions.  A custom action takes place t...
Sun, 19 Sep, 2021 at 11:14 PM
How to Create a Double Opt-In System
Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they must...
Sun, 19 Sep, 2021 at 11:15 PM