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.
👉 What you can use
Events: Contact created, Contact updated, Email delivered to the contact, Email opened by the contact, Clicked on a link by the contact, Reply Received (Email), Reply Received (LinkedIn), Reply Received (Email or LinkedIn), Contact Bounced, Contact Opted out, Added to a sequence, Completed on all sequences, LinkedIn connection accepted, Call logged for a contact, Website visited.
Conditions: contact fields (Job Title, Company, Country and more), Contact Stage, Contact Tags, Open count, Click count, Reply count, Sent count, sequence status, Call outcome and website visits. Compare with Equals, Not equals, Contains, Does not contain, Starts with, Ends with, Greater than, Less than, Is set or Is not set.
Actions: Add to new sequence, Complete sequence, Complete all task, Create a task, Add tags, Remove tags, Update contact, Update Stage, Send slack notification.
📌 Send slack notification needs Slack connected first. Triggers depend on your plan: if you see an upgrade prompt, your plan doesn't include them.
👉 Create a trigger
Click Add Trigger (or New Trigger if you have none) 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.
Under Conditions, click Add, then select a field, choose a comparison, and enter a value.
Under Actions, click Add action and configure each one.
Click Save.
Once saved, the trigger runs based on its activation status.