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Automation Triggers

Events that start automations.

Trigger Types​

Contact Triggers​

  • Contact created
  • Tag added/removed
  • Score changed
  • Property updated
  • Form submitted

Deal Triggers​

  • Deal created
  • Stage changed
  • Deal won/lost
  • Amount changed

Campaign Triggers​

  • Email opened
  • Link clicked
  • Unsubscribed
  • Bounced

Time Triggers​

  • Specific date/time
  • Recurring schedule
  • Anniversary/birthday
  • Inactivity period

External Triggers​

  • Webhook received
  • API call
  • Integration event

Trigger Configuration​

Filters​

Narrow trigger conditions:

  • Contact properties
  • Tags
  • Segments
  • Custom conditions

Rate Limits​

Control execution:

  • Once per contact
  • Daily limit
  • Cool-down period

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