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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
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Automatic Assignment
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Date-triggered automation
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Getting started with Automations
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Set up automations for other users
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