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trigger

27 Articles
Agent CRM Team
1 Min Read

Micah Simpas-Lalugan asked us, “Hello! Been stuck for a week now trying to figure out. How can I put a trigger link that will send an email if they click ‘not interested’ and a different email if they click ‘need more info.’ How can I…

Agent CRM Team
1 Min Read

Mike Pacheco asked us, “”Hello. I want to make a funnel with text message automation on the workflow. is there a way I can get a notification on my phone when I receive a reply by text instead of having to check the conversation tab…

Agent CRM Support
1 Min Read

Pauline Cote Kalil asked us, “I am in the middle of my 14 day free trial & I’ve yet to be able to create a campaign. When I go to Automation on Workflows comes up. Is this because it is still my trial period?” “Since…

Agent CRM Support
1 Min Read

Thomas Ricapito asked us, “Anyone have any tips on this? I’m trying to figure out the best way to alert myself via text message of tasks that I place on specific clients so that I don’t forget to call someone back in a week or…