Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Agent CRM together.

Think of triggers as the wiring or ‘secret sauce’ in the back-end making all the cool things Agent CRM does actually happen.


Let’s say you want to add people to a campaign if they fill out one of your forms. 

How would we do this?

Answer: Set up a trigger!

Create, Name and Activate Triggers

Follow the steps below to create, name and activate a trigger:

  1. Click Triggers
  2. Click + Add Trigger
  3. Give it a name and click save
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Click the Draft dropdown and change it to Active