Understanding Triggers in Your CRM

Triggers are powerful conditional statements that connect different parts of your CRM, allowing you to automate actions based on specific events. They act as the underlying logic that makes your automated processes run seamlessly. While the newer Workflows feature offers a unified builder with expanded capabilities, understanding triggers remains useful for managing existing automations.

What Are Triggers?

Think of a trigger as an "if-then" rule for your CRM. When a defined condition is met (the "if"), the system automatically performs a specified action (the "then"). This allows you to connect activities like form submissions, calendar bookings, or status changes to follow-up tasks such as sending an email, updating a contact record, or creating a notification.

Creating and Activating a Trigger

You can set up a new trigger by following these steps:

1. Navigate to the Triggers section in your CRM.
2. Click the button to create a New Basic Rule.
3. From the Choose a trigger menu, select the event that will start the automation. Configure any necessary filters for that event.
4. Click Add action.
5. From the Choose an action menu, select what should happen when the trigger fires. Configure the details for this action.
6. Enter a descriptive name for your rule in the Trigger name field.
7. By default, the trigger will be saved as a draft. To turn it on, find the status dropdown (often labeled Draft) and change it to Activate.

Once activated, the trigger will run automatically for any future events that match its conditions.