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......

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......

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......

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......

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

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......

This tutorial covers how to set up an “Auto Responder” using triggers. Step 1: Create a Trigger - Navigate to Triggers and create a new......

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead......

There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want......

Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage......

If your Send Email trigger action is not firing, check these four common errors to troubleshoot: https://d29l98y0pmei9d.cloudfront.net/article/4783/307e80e8-d2b0-4d03-b053-316dbc6ed51c.png - Ensure custom values are valid. - Check......

You may want to duplicate triggers if you're running the same action repeatedly, with slight modifications. Rather than starting from scratch to customize a new......