Kyle Buxton asked us, “Hey guys, I’m new and setting up my opportunities and triggers, I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based off a contact scheduling an appointment. If I allow duplicates, it will just add a second opportunity for the contact, while if I don’t allow duplicates, it just doesn’t change the status. Any suggestions?”

“Within your trigger, do you have this option turned on that says “Allow opportunity to move to any previous stage in pipeline?”
If you do have this option turned on and the trigger still isn’t moving your opportunities accordingly, please let me know the name of your trigger, and I will take a further look. 🙂”

 

Kyle Buxton asked us, “I’m using a team calendar with just myself to allow me to integrate the zoom function. My last test was on the annuity calendar under the team calendars. I then have one trigger called new appointment annuity to move the contact within the pipeline, and another trigger called annuity pipeline – scheduled that when the contact ends in scheduled call, it assigns the appointment scheduled – annuity campaign and sends me a notification. The reason I’m breaking it up into two different triggers is so if I manually slide them the a new stage in the pipeline it would add the campaign but having the two triggers is when it stops linking the appointment”

“What you’re saying is correct: having the 2 separate triggers is what’s stopping the Appointment Scheduled campaign from linking appointment details.
In order for the appointment details to be included in the reminders, the “Add To Campaign > Appointment Scheduled – Annuity” action must be triggered by the “New Appointment – Annuity KB” trigger.
If an Appointment Scheduled campaign is sent without being triggered by a new appointment in your calendar, the system doesn’t know which appointment details to send. This is why it must be triggered by a New Appointment.”

 

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