Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! #

Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of OneSystemCRM together. Think of triggers as the wiring or ‘secret sauce’ in the back-end, making all the cool things OneSystemCRM does actually happen.

Example:Let’s say you have set up a Zap in Zapier to push leads into a OneSystemCRM campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)

How would we do this?

Answer: Set up a trigger!

Create, Name and Activate Triggers

Follow the steps below to create, name and activate a trigger:

1. Click Triggers
2. Click + New Basic Rule
3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
4. Click +Add action
5. Choose an action from the Choose a action dropdown and all the necessary filters
6. Name the Trigger in the Trigger name field
7. Click the Draft dropdown and click Activate