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Overview

The system can automatically take actions based on changes in Tasks and Deals. For example, you could send an alert to Sales Managers and Administrators any time a Deal is closed, or add a Prospect to a nurture campaign if a Task for a meeting is complete. 

Creating Triggers

To create a new Trigger,

  • Navigate to Settings > App Setup > CRM
  • Click on the Triggers tab
  • Click the New button in the top-right corner of the screen
  • Select a Deal Trigger or a Task Trigger
  • Name the Trigger
  • Define the Activity that will activate the Trigger
  • Select whether the Trigger will apply to just the linked Prospect or all Prospects within the Organization
  • Optionally add conditionals based on Deal/Task field data
  • Click Next
  • Select actions
  • Click Save

Once you have created your Trigger, you can edit, deactivate, or delete it from the same Triggers tab.

Activities

Either Deal or Task Activities can trigger an action. Listed below are the Activities for both.

Deals

  • Deal Created
  • Deal Updated
  • Deal Deleted
  • Deal Won 
  • Deal Lost
  • Deal Pipeline Changed
  • Deal Pipeline Stage Changed

Tasks

  • Task Created
  • Task Updated
  • Task Completed
  • No labels