What is a trigger in CRM?

In most CRM systems, the term trigger designates an action that initiates subsequent actions in sales or marketing workflow.
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How do triggers work?

Let’s say a prospective customer clicks a link inside an email, this can be a trigger for changing his status from 'cold lead' to 'warm lead'. Or when a prospective customer fills out a website form, this action can trigger a series of marketing emails. Or when a customer pays an invoice, this action can trigger a task creation for an account manager. These are the examples of real-world CRM sales and marketing triggers that are most popular.
Trigger-based marketing software allows companies to significantly save on labor costs, avoid human errors, and improve customer experience. The term 'event based marketing' is closely related.

Triggers in Bitrix24

If you need a simple and powerful CRM for trigger-based marketing, consider Bitrix24. With over 35 sales and marketing tools on board, Bitrix24 is a perfect choice for any business.




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