Triggers allow you to automate actions in Salesgear based on how your contacts engage with you.
Instead of manually reacting to every email open, click, or reply, triggers let you define rules that automatically take action when specific events occur—helping you stay responsive without adding manual work.
How triggers work
Every trigger in Salesgear is built using three required components:
Event
The activity that causes the trigger to evaluate.
For example, when an email is delivered or a link is clicked.Conditions
The rules that must be satisfied for the trigger to run.
Conditions define who the trigger applies to and ensure actions are taken only when specific criteria are met. Examples include:A contact with a specific email address
A certain number of email opens
Link clicks or replies
A trigger will fire only when its conditions are met.
Action
The change that occurs once the event happens and the conditions are satisfied.
For example, completing a sequence for a contact.
Triggers follow a clear flow: event → conditions → action.
Creating a trigger
Open Settings from the left navigation.
Under Account settings, select Triggers.
Click New trigger.
Enter a clear name for your trigger.
Select a trigger owner (Shared or a specific teammate).
Choose the event that should initiate the trigger.
Enable Trigger only once per contact if you want it to fire only once for each contact.
Add one or more conditions:
Select a field
Choose a comparison (equals, not equals, contains)
Enter a value
Click Add to include additional conditions if needed.
Select the action(s) to perform when conditions are met.
Configure each action as required.
Click Save.
Once saved, the trigger is created and will run based on its activation status.
Check out this video to learn how to create a trigger -