If you’ve ever wondered how all the features of Agent CRM come together to streamline your workflow, the answer lies in Triggers. These powerful, conditional statements are the connective tissue that ensures every component of your CRM works harmoniously. Think of triggers as the behind-the-scenes wiring that transforms manual tasks into automated workflows—saving you time and increasing efficiency.
Why Use Triggers in Agent CRM?
Imagine you’re an insurance agent collecting form submissions from potential clients. You want to ensure every individual is added to a campaign automatically—without having to lift a finger. That’s where triggers shine! They’re your set-it-and-forget-it solution, ensuring no opportunity slips through the cracks.
How to Create, Name, and Activate a Trigger
Setting up a trigger in Agent CRM is simpler than you might think. Here’s a step-by-step guide:
- Navigate to the Triggers Section: Click on the “Triggers” tab in your Agent CRM dashboard.
- Add a New Trigger: Select “+ Add Trigger.”
- Name Your Trigger: Choose a descriptive name that reflects its purpose.
- Add Actions: Define what the trigger will do by selecting from the “Choose an action” dropdown menu. Filter the parameters as needed.
- Activate Your Trigger: Change the status from “Draft” to “Active” to start automating.
Want to learn more about automation? Check out our video Automate Your Insurance Business
Example: Setting Up a Missed Call Text-Back Trigger
Let’s say you want to ensure every missed call receives a follow-up text message. Here’s how to do it:
- Condition: Call Status is “Missed” (No Answer, Voicemail, or Busy).
- Action: Send an SMS to the caller’s phone with a personalized message.
Want to learn more about automating responses? Read our blog post, Automatically Text Back Calls That You Miss.
Bonus Resource: Watch and Learn
For a visual guide, watch this helpful video:
