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 more about Workflows.

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

Example:

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

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 an action dropdown and all the necessary filters

6. Name the Trigger in the Trigger name field

7. Click the Draft dropdown and click Activate