Campaign Triggers and Actions
This information gives an overview of creating campaign triggers and actions.
- When creating a Trigger, you'll first have the option to create between a Lead Trigger or a Deal Trigger.

- After making your selection, you'll then choose the campaign event.

- When selecting 'Contact Created' you'll have multiple lead sources to choose from.

- Whereas when choosing 'Meeting State Change', you will select the desired Meeting State.

- Once Events are selected, click the 'Next' button to choose the trigger action.

- Use the dropdown to select your action.

- By choosing 'Set Deal Flow Stage', you'll be asked to select the Pipeline and the Pipeline Stage.

- Alternatively, by selecting 'Create Task', you'll have the option to input the Task Type, Assignee, and include any Attachments.

- You can also choose whether or not you want the trigger to be delayed.

- Once making your selections, click 'Next' to review the overview of your Campaign Trigger.

- If all looks good, go ahead and click 'Create Trigger.'

- Once created, locate all Campaign Triggers in the dashboard
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