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Custom field to trigger automation
Due to popular demand and frequent use, let's learn how you can use a custom field to trigger automations. In this scenario, we’ll set up an automation so that whenever we update a custom field – it automatically creates a deal and activity for the contact.
What you’ll learn:
How to use a custom field as a trigger
How to use an update to an existing contact as a trigger
Suggested
Empfohlen
Sugerencia
Suggestion :
Sugerido
Automatic Assignment
5 mins
Automations
6 mins
Date-triggered automation
4 mins
Set up automations for other users
4 mins