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triggers

6 Articles
Agent CRM Team
1 Min Read

Walter Burchett asked us, “Anyone have any idea why there are duplicate triggers and campaign folders in my CRM?” “My guess is that you selected a click and play asset multiple times , or you added different assets that all came with the same triggers/campaigns…

Agent CRM Support
1 Min Read

Ilegena Anajiuq Abocaj asked us, “When I created the workflow and the campaign to send sms, text, email & voicemail- does the CRM does this automated once the workflow/campaign is set up and published or do I have to click the automation>conversations>Let’s start button (start…

Agent CRM Support
1 Min Read

William Coventry asked us, “On the new Click and play revive dead leads what Trigger should I add to the top of the workflow?” “It’s up to you, but a common trigger we use is “Contact Tag Added.” That way, any time a specific tag…

Agent CRM Support
1 Min Read

David Munley asked us, “I have triggers set up for forms submitted, but when forms are completed, the trigger is not running and therefore the prospect is not getting entered into a campaign. Can you help me immediately? NJYM21 is the campaign.” “It looks like…