Triggers track customer actions and CRM changes, such as email views, received payments, or field updates. When a specified action occurs, the trigger moves the CRM item to another stage.
Triggers in CRM
To set up triggers:
- Go to CRM.
- Open the item you need.
- Go to the Automation rules tab.
Interface for adding automation rules and triggers
To find a trigger, open a group and use the filter or search bar.
This article covers triggers from the Manage workflow items group:
Standard fields in triggers
All CRM triggers include these fields:
Trigger name. Rename the trigger if you use several similar ones. This makes it easier to find in the settings.
Change stage as. The system records the stage change in the timeline on behalf of a selected user. By default, it uses the responsible person. You can choose another user.
Allow moving back to previous status. Enable this option to let the trigger move an item to an earlier stage. For example, from the second stage back to the first.
Track field value change
How it works. The trigger moves a CRM item to another stage when a field value changes.
When to use. Use this trigger to avoid missing important updates.
Example: when an employee uploads a contract file to a deal, the trigger moves the deal to the Contract agreement stage. Then an automation rule adds a lawyer as an observer to review the contract.
Settings. Select the fields you want to monitor for value changes.
Track responsible person change
How it works. The trigger moves a CRM item to another stage when the responsible person changes.
When to use. Use this trigger to keep related items in sync.
Example: when the responsible person for a deal changes, the trigger moves the deal to the In progress stage. Then an automation rule updates the responsible persons in the related contact and company.
