Use these frequently used triggers to refine your sales process.
1. Assign prospects to a workflow when a prospect is created.
- [Trigger Event] Prospect Created
- [Target] Prospect
- [Trigger Action] Add to Workflow
2. Finish workflow for all prospects of an account when a prospect replies.
- [Trigger Event] Email Replied
- [Target] All Prospects of Account
- [Trigger Action] Finish Workflow > Mark all workflows as finished for prospect
3. Create call task for a prospect when the prospect clicks on a link.
- [Trigger Event] Email Clicked
- [Target] Prospect
- [Trigger Condition] Email clicked count is equal to 3
- [Trigger Action] Create Task > Call
4. Update prospects stage to "Bad Contact Info" when an email bounces.
- [Trigger Event] Email Bounced
- [Target] Prospect
- [Trigger Action] Set Field > Stage > Bad Contact Info
5. Mark prospect as Opted Out in Upscale when the prospect opts out in CRM.
To achieve this, you will have to first create a custom field Opts Out in Upscale and map it to CRM. Once this is done, you can setup a trigger in Upscale to set it's stage to Opted Out.
- [Trigger Event] Prospect Updated
- [Target] Prospect
- [Trigger Condition] Opts Out is Yes
- [Trigger Action] Set Field > Stage > Bad Contact Info
How does Upscale handle Opted Out and Unsubscribed prospects?
6. Move all prospects in account to ABC stage, if opportunity is created for that account.
- [Trigger Event] Opportunity Created
- [Target] All Prospects of Account
- [Trigger Action] Set Field > Stage > ABC
7. Assign prospects to workflow A, if prospect accepts LinkedIn request and assign workflow B, if prospect does not accept LinkedIn request.
To achieve this, you will have to first create a custom field LinkedIn Request Accpeted in Upscale with values Yes and No. Then, you will have to create a trigger on this custom field
- [Trigger Event] Prospect Updated
- [Target] Prospect
- [Trigger Action] Add to Workflow
