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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 trig...

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 to...

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 ...

This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if,...

Triggers works in many ways one of which is that it works as a ‘prompt’ or reminder that a lead has replied or been added to a campaign. The trigger perf...

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 ...

Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently. Step 1: Create a Trigger Navigate to Triggers &g...

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...

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...

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 plac...