How to Create a Trigger

Follow this Guide to create a Trigger to initiate your Campaigns!

You will need to create a Sequence or Deal Flow before you create a Trigger. Here are links to those articles!

How to Create a Sequence

How to Create a Deal Flow

Triggers are necessary to initiate your Sequences and start contacting prospects. 

  • Click on the Triggers tab on the left-hand menu
  • Click on Create Trigger

  • Create a Name for your Trigger and Select your Object Type
    • Lead Triggers: Based on New Contacts, Meeting State Changes, or Prospect Engaging Activities
      Please Note: Facebook, Google, or HubSpot must be Integrated to use them as Lead Triggers.
    • Deal Triggers: Based on a deal stage or assignee change in the Deal Flow

  • Click on Next
  • Select your Event
    • There will be several event types to choose from and additional options within each type.

  • Once your Event is selected, click Next at the bottom.
  • In the Action page, select the Sequence you want to Trigger or pick a different Action.
  • Click Next
  • Review the Trigger created in the Overview step and click Create Trigger when you are done!

Additional Tips & Notes on Triggers

  • Trigger Status can be enabled/disabled on the Triggers Page.
  • When using the Meeting State Change trigger, you will need to manually mark the Meeting Outcomes for your Prospects in SalesAi.