Tell Your System Exactly What To Do — And When To Do It

Trigger Rules are the brains behind your automations. They tell your system when to act and what to do — all based on conditions you choose.

It’s like setting smart rules for your business that run automatically — no manual work required.

What You Can Do:

• Automatically tag new leads based on form answers

• Assign leads to specific team members

• Send instant texts or emails when certain conditions are met

• Move customers through your pipeline automatically

• Start workflows based on customer actions

• Control your entire customer journey from first click to closed deal

Why Small Business Owners Love It:

→ Set it once — and it runs 24/7
→ No more manual tasks or follow-up slips
→ Custom rules for every situation
→ Makes your business run smoother, faster, and more consistently
→ No coding or tech skills required

Real-World Examples:

→ New lead fills out a form asking for a quote → Automatically tagged as “Hot Lead” and assigned to your sales team.

→ Customer clicks a pricing link → Automatically starts a follow-up email sequence.

→ Missed a call? → Automatically sends a text asking if they’d like to book online.

Call To Action:

Trigger Rules do the heavy lifting — so you can focus on running your business.

[ Set Up Your First Trigger ]
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[ Let Us Build It For You ]