Triggers automate actions based on how contacts engage — an email open, a click, a reply — so you don't have to react to every event manually.
👉 How a trigger works
Every trigger has three parts, in order: event → conditions → action.
Event — the activity that causes the trigger to evaluate, e.g. an email delivered or a link clicked.
Conditions — the rules that must be met for the trigger to run, e.g. a specific email address, a number of opens, or a reply.
Action — what happens once the event fires and conditions are met, e.g. completing a sequence for the contact.
👉 Create a trigger
Open Settings → Account Settings → Triggers.
Click New trigger and name it.
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 once per contact.
Add one or more conditions — select a field, choose a comparison (equals, not equals, contains), and enter a value.
Select the action(s) to perform when conditions are met, and configure each one.
Click Save.
Once saved, the trigger runs based on its activation status.