A trigger defines how leads enter your automation.
You can choose any of the following triggers –
|Trigger||Example Use Case|
|New Lead Added||Triggers the automation when a new lead is created in your LeadSquared account.|
Note: You can also trigger the automation on lead import. There’s a Trigger on Import checkbox available in the lead create dialog box.
|Lead Update||Triggers the automation when a lead field is updated.|
|New Activity on a Lead||Triggers when a lead performs an activity or set of activities.|
|Lead Added to List||Triggers when a lead is added to a list.|
|Activity Update on Lead||Triggers when an activity posted on a lead gets updated. This trigger only includes custom and sales activities.|
|Task Create||Triggers when a task is created.|
|Task Reminder||Triggers when a task reminder is created.|
|Task Complete||Triggers on the completion of a task.|
After selecting an automation trigger, you can setup exit conditions. Leads will be removed from your automation when these exit conditions are met.
Note: The automation checks to see if the exit conditions are met before executing any action. If they are met, the next action will not be performed on that lead.
For example, let’s say you want to set up an automation that sends nurturing emails to leads to convert them to customers. You can set up an exit condition so that all leads who become customers (Lead Stage = Customer) are removed from the automation and stop receiving the nurturing emails.
Click the Choose conditions(s) to remove lead(s) from this automation link highlighted below.
Next, select the conditions based on which you want leads to exit the automation.
Example 1: Activity Update on Lead
Here’s an example where the Activity Update on Lead trigger is selected.
The Sales Activity is selected as the Activity Type and Sales Owner is selected as the Activity Field. The automation starts when the sales owner value changes from ‘Any’ to ‘Any’.
For all automation triggers, you can also set up additional conditions to make your automation more versatile. Using this functionality, you can use multiple conditions to trigger your automation.
As an example, say you want to start your automation when a new lead is created but only if the new lead created is from Bengaluru. You can set this up by adding additional conditions to the automation trigger.
Example 2: On a Specific Date
Select this trigger to start your automation on a specific date. The specific date can be the ‘created on’ date of your lead or the date of the first landing page submission. This could be used as a condition to send a welcome email when a lead is created/submits on a landing page.
Note: All timings related to date based triggers automatically reflect the user’s time zone and not Coordinated Universal Time (UTC).
Select the lead field as –
- Created On – This is the date on which a lead is created in your LeadSquared account.
- First Landing Page Submission Date – This is the date on which the first landing page submission of a lead occurs.
- Lead Conversion Date – This is the date on which a visitor is converted into a lead in your LeadSquared account.
You can schedule the automation to start when the date condition is satisfied. You can also specify the time you want to trigger the automation at. You can also use Repeat Annually to trigger the automation on the same day every year.
Note: Additional Conditions can also be provided to check the leads entering into the automation.
Example 3: Lead Update
As an example, Lead Update is the starting point of this automation. When the Lead City changes, after a Wait condition of one day, an email is sent to the lead with the details of the location. If the Lead opens the Email, another \email is sent to the Lead with more details. If the email is not opened after one day, a notification is sent to the lead owner to contact the Lead.
Example 4: New Activity on Lead
New Activity on Lead is the starting point of this automation. When a lead satisfies the Met in Tradeshowactivity, a Wait condition of one day is provided. After one day, if the activity of the lead is Inbound Phone Call Activity, an email is sent to the lead with the product details. If not, the lead owner is notified with the lead name and lead phone number to follow-up.
Example 5: Lead Added to List
When a Lead is added to a Starred Lead list, the Lead Stage is changed to Premium User. Once the Lead Stage is updated, an email is sent to the lead with the benefits of being a premium user of your product.