What is a trigger in CRM?

Uses

Glossary

In CRM automation, a trigger is an event or condition that automatically initiates a specific action. Triggers help streamline processes by responding instantly when certain criteria are met – for example, when a new lead is added or a deal moves to a new stage.

Learn more

How do triggers work?

Triggers work by following “if-this-then-that” logic within CRM workflows. For instance, if a new contact is created, the system might automatically send a welcome email or assign the lead to a sales rep. This eliminates manual steps, ensures timely responses, and keeps data consistent across the CRM. Smart use of triggers helps teams save time and improve accuracy in everyday operations.

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.

What is a trigger in CRM?

How do triggers work?

Triggers in Bitrix24

Free

Unlimited users

35+ tools