Skip to content
Workflows

Triggers - Overview

Note : Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn…

1 min read211 words1 explained imageUpdated Mon, 4 Mar, 2024 at 12:26 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows.

Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of GHL Customer Care together. Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things GHL Customer Care does actually happen.

Example:

Let's say you have set up a Zap in Zapier to push leads into a GHL Customer Care campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)

How would we do this?

Answer: Set up a trigger!

Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows. (image 1 of 1) What this shows Let's say you have set up a Zap in Zapier to push leads into a GHL Customer Care campaign when they fill out a form embedded in a… What this shows Illustrates the "Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows." section of "Triggers - Overview". This screenshot appears in the "Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows." section of "Triggers - Overview". The text alongside this image reads: Let's say you have set up a Zap in Zapier to push leads into a GHL Customer Care campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Create, Name and Activate Triggers Follow the steps below to create, name and activate a trigger. Image 1 of 1 What to fill inLet's say you have set up a Zap in Zapier to push leads into a GHL Customer Care campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)
Fields in this part of the guide Name the Trigger in the Trigger name field
Buttons and menus referenced AnswerCreate, Name and Activate Triggers
Next stepCreate, Name and Activate Triggers Follow the steps below to create, name and activate a trigger:
Example values
Name the Trigger in the Trigger name field
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 7 steps in this procedure
  1. Click Triggers
  2. Click + New Basic Rule
  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Name the Trigger in the Trigger name field
  7. Click the Draft dropdown and click Activate

Create, Name and Activate Triggers
Follow the steps below to create, name and activate a trigger:

  1. Click Triggers
  2. Click + New Basic Rule
  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Name the Trigger in the Trigger name field
  7. Click the Draft dropdown and click Activate

Was this guide helpful?

Related guides