Introduction to Triggers

What are triggers? Why should you use this feature?
Written by Upscale Team
Updated 3 years ago

Do you spend most of your time performing the same tasks on routine which  don't add value to revenue pipeline? If yes, triggers can help you.

Triggers are automated set of actions that execute on certain events. Every trigger consists of an event and one or more actions. When you turn the trigger on, it will run the actions every time the event occurs.

Sales triggers help you engage better with prospects. They have the capability of unlocking of a myriad of opportunities. You can automate the following actions via triggers -

  • Set any field for prospect, account or opportunity
  • Add prospect to workflow
  • Add/Remove tags on a prospect 
  • Create task for a prospect 

and much more...

Curious to know the different use cases via triggers? Go ahead and explore some popular triggers that might help you in refining your sales outreach. 

Related articles

  1. Creating Triggers
  2. Managing Triggers
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