Automation & Workflows

Trigger-Based Automation

Automate follow-ups, tasks, and data updates with trigger-based workflows that respond to prospect behavior in real-time.

Real-time response
Behavior-based triggers
Multi-step sequences
Zero manual intervention
24/7 automation

Respond to Prospects Instantly, Automatically

When a prospect takes action, your sales motion responds immediately. Email opened? Follow-up queued. Meeting booked? CRM updated. Lead scores high? Alert sent to rep.

Event-Driven Sales Motion

Connect prospect behavior to automated responses. Every click, open, visit, and form fill can trigger the perfect next step in your sales process.

Key Capabilities

Trigger Events

  • Email opens and clicks
  • Website page visits
  • Form submissions
  • Calendar bookings
  • Score threshold reached
  • CRM field changes

Automated Responses

  • Sequence enrollment
  • Task creation
  • Lead routing
  • Notification sending
  • Field updates
  • Webhook calls

Timing Controls

  • Immediate execution
  • Delayed triggers
  • Business hours only
  • Time zone awareness
  • Cool-down periods

Why Trigger Automation Wins

Manual follow-up happens hours later. Trigger automation happens in seconds. That speed difference translates directly to higher response rates and more booked meetings.

Always-On Sales Motion

Your automation runs 24/7, responding to prospects in any time zone, on any day. Never miss a hot lead because it’s after hours or a rep is busy.

See Trigger-Based Automation in action

Get a personalized demo and see how this feature can help your team.

Request a Demo