5 tips to get started with sales triggers

Let’s see how you can use sales triggers to automate some of the repetitive manual activities you or your colleagues perform in Sell. A good set of triggers can lead to substantial time savings which can be reinvested in activities that require human touch.

1. Think of manual, repetitive deal processes you or your colleagues are performing in Sell

Is there something that has to be done every other day according to certain conditions with your Sell deals that you wish you could automate? Browse your deal page, ponder for a minute and ask your colleagues for inspiration. Some basic activities that can be handled by sales triggers: 

• deal owner change 
• deal stage change
• marking deals as hot 
• automations around deal custom fields

2. Use nested conditions to add advanced logic to your triggers

Nesting is a fancy word for putting conditions in parentheses, which helps in creating more advanced logic within one trigger, instead of having to create multiple triggers. In Sell you can create multiple instances of nesting with up to two levels of nesting per each instance. For example, if you wanted to create a trigger that marks a deal hot anytime it’s above a certain value and within 3 of your top grossing states, you could use nesting to do it:

If

Deal.Value is greater than 10000

AND 

(Deal.State is California OR Deal.State is Texas OR Deal.State is Arizona) ← those conditions are nested

Then

Update Deal.Hot to Hot

3. Set-up field update actions for updates to standard or custom fields

You can choose to update all deal standard fields and three deal custom field types: Single Line Text, Number and Dropdown (the rest of the custom field types are coming soon). 

4. Afraid a trigger isn't set up right? Test it out!

If you want to see how a given trigger behaves you can save it as active and update a test deal to a state that would meet the trigger conditions. Once done, wait 10-30 seconds and refresh that deal to see if the actions were executed. 

Another, safer way of doing this is to create a set of conditions you want and one additional, very specific condition that only you know how to meet (e.g. Deal.Value is 123456). This way you can test a given trigger in an isolated way.

5. Tell us what you think! Give feedback directly from the Settings tab

We thrive on user feedback - good or bad - and direct our future work based on it. So if you miss, love or hate something in our triggers please let us know. I personally check and categorize this feedback anytime it comes.