Workflow triggers are the starting point for automation, determining how and when a lead enters a workflow. Triggers are based on specific conditions, such as when a lead is created or updated, when a page is viewed, when a tag is added or removed, or some other specified criteria. This guide will provide an overview of how triggers work and how to automate key steps in your lead management process.
To start, login to Pageport and navigate to Workflows.
1. Click + Add new trigger
2. Click the Trigger Type dropdown and select your trigger
Here are some triggers you can select:
When a lead is created
When a lead is updated
When a page is viewed
When a video is watched
When a tag is added
When a tag is removed
When a meeting books
When a sequence finishes
On a lead's birthday
Schedule a meeting reminder
When a lead status changes.
Make sure to click Create after you've selected your trigger.
3. To filter your trigger, click + Add filters and edit your filter conditions
For example, you can further filter only leads with a certain status (such as Client or Prospect) or a specified lead source to go through the workflow.
Make sure to click Save to apply your filter.
