Triggers - Overview

In this article, we're going to show you how to add triggers to your CRM.

Click “Automations” in the left menu, and then click “Triggers” in the top menu. 

Navigating The Automation Tab

Next, click “New Basic Rule”.

This will open a pop-up to give your new trigger a name. We've named our trigger, Tutorial.

Click “Save” to create the trigger.

What Causes Triggers To Happen

Now let's define what causes our trigger to happen and what our trigger does. 

All triggers use an “if, then” logic. In the left column, we'll select what activates the trigger (the “if). And in the right column, we'll tell the trigger what to do (the “then”). 

There are plenty of automation options to choose from. We're going to select “Form Submitted”. What this means is that anytime a form is submitted, this trigger will be activated.

After you've created a trigger, you'll need to activate it with the dropdown in the upper right. 

Triggers that still have draft status will not activate. 

To the right, you also have an Actions dropdown. Here you can either duplicate a trigger or delete it.

Let's look at how we can add filters to a trigger. Click the “Add Filter” button.

This opens a dropdown list of Standard and Custom Filters. Let's choose the "Form is" filter. 

The next dropdown asks you to select which form you want to use in this trigger. We'll select the Tutorial Calendar Form. 

Now, we've filtered our trigger to activate whenever someone submits the Tutorial Calendar Form. Any other form submissions will not activate the trigger.

Custom Filters

You can also add custom field filters from the dropdown menu.

When you add a custom filter, you'll need to select a condition from the dropdown menu for that filter.

Great! We've defined when our trigger will be activated. 

Add To Campaign

But now, we'll need to tell our CRM what to do when the trigger activates. Click the “Add Action” button to open a field with many options in the dropdown menu. You can scroll down to see all the actions available. 

We've selected the Add to Campaign option. Now the system will ask us to select a campaign from the dropdown. We're going to choose TestCampaign. 

So to recap, now whenever someone enters a Tutorial Calendar Form, they'll be added as a contact in our TestCampaign.

Let's take it one step further by adding another action. Click Add Action again.

This time, we've selected the Send SMS action.

For the To field, we'll add a custom value.

And then add text to the Message field. So in addition to being added to the TestCampaign, they'll also receive an SMS when the trigger is activated. 

After you've completed both columns for the trigger, save it - click “Save” in the upper right. 

Now your trigger will appear in the Triggers menu. You can duplicate it if you'd like to add a similar trigger.