A Trigger will help you to automate the portal. Do you want to automatically assign labels to a lead? Or would you like to receive an e-mail when an interesting company visits your website? Make sure you use the functionality Triggers.

There is always a set of rules attached to Trigger. When a lead visits your websites and matches with these rules, the trigger will ‘go off’. A rule can almost be everything. A few examples are; visiting a certain page, the branch of the lead or the number of employees.

An action is also connected to the trigger. This action will be executed when the Trigger ‘goes off’. For example, the action that an e-mail will be send to you when a lead meets all the rules.

Triggers work real time. When a lead matched the rules of the Trigger it will immediately go off and perform the connected action.


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