Triggers Overview

What triggers do, why they are important and how to create, name and activate triggers within Solopreneur Solutions Lost Lead Prevention Software

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

Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things HighLevel does actually happen

Example:

Let's say you have set up a Zap in Zapier to push leads into a HighLevel 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!
Trigger Overview

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

Learn more about Triggers

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