Features
Playbooks
Smart Triggers connect your pipeline stages to your follow-up sequences. When a lead changes stage, a sequence starts automatically. When a sequence finishes, the lead moves to the next stage. Your entire sales process chains together — without manual work.
See Smart Triggers in Action78%
Fewer leads falling through cracks
40%
More replies from automated sequences
10+
Hours saved per rep per week
Zero
Manual "who should I follow up" decisions
The real problem
Sequences Alone Aren't Enough
You've set up follow-up sequences. Good. But who starts them? Who stops them? Who decides which sequence runs for which lead at which stage? If the answer is "my sales rep, manually" — that's where leads get dropped.
Reps Forget to Start Sequences
A lead moves to "Interested" but nobody assigns the nurture sequence. The lead sits there, cold, while your team is busy with other chats. By the time someone notices, the lead has moved on.
Old Sequences Keep Running
A lead gets qualified and moves stage — but the previous sequence is still sending "are you interested?" messages. The lead gets confused. Your rep looks careless. Trust breaks.
Nothing Happens After a Sequence Ends
Your 7-day sequence finishes. The lead didn't respond. Now what? Without a trigger, nothing happens — the lead just sits in limbo until someone manually checks.
Smart Triggers solve this by creating automatic connections between your pipeline and your sequences.
Stage changes start sequences. Sequence completions move stages.
Your sales process becomes a chain — each step automatically triggering the next.
How it works
Three Simple Triggers. Endless Possibilities.
Smart Triggers work with just three rules. The power comes from how you chain them together with your sequences and stages.
Stage Change → Start Sequence
When: Lead moves to a specific stage
Then: Automatically start a follow-up sequence
The moment a lead is moved to a pipeline stage — either manually by a rep or automatically — the right sequence kicks in. No delay, no forgetting.
Example
Lead moves to "Pressure Sell" stage →Sequence Complete → Move Stage
When: A sequence finishes (all messages sent)
Then: Automatically move lead to a new stage
When a sequence completes and the lead hasn't responded, the trigger automatically moves them — to "Lost", "Cold", or any stage you define. No lead stays stuck in limbo.
Example
"Nurture Sequence" completes on a lead in "New Lead" stage →DNP → Start Recovery Sequence
When: Lead marked as DNP (Did Not Pick)
Then: Start a recovery sequence immediately
When a rep logs a call as DNP, the trigger auto-starts a WhatsApp recovery sequence — "Hey, tried calling — when's a better time?" — instead of relying on the rep to remember.
Example
Rep marks call as DNP →The real power
Chain Triggers + Sequences Into Complete Sales Workflows
One trigger fires a sequence. That sequence completes and fires another trigger. That trigger moves a stage and starts a new sequence. Your entire pipeline runs on autopilot — rep just steps in when a lead replies.
Example: Full lifecycle of a new lead
New Lead Arrives
Lead enters "New Lead" stage
From Meta ads, website widget, JustDial, or manual entry
Trigger 1 fires
Stage = "New Lead" → Start "Intro Qualification" sequence
AI qualification messages begin — asks about budget, timeline, intent
Sequence runs
"Intro Qualification" — 3 messages over 2 days
If lead replies → sequence auto-pauses, rep takes over. If no reply → sequence completes.
Trigger 2 fires
Sequence complete + no reply → Move to "Nurturing" stage
Lead didn't engage with qualification — time for a different approach
Trigger 1 fires again
Stage = "Nurturing" → Start "Value Drip" sequence
Different content: case studies, testimonials, results — sent over 7 days
Sequence runs
"Value Drip" — 5 messages over 7 days
If lead replies → sequence pauses, rep takes over and moves to "Interested". If no reply → completes.
Trigger 2 fires again
Sequence complete + no reply → Move to "Lead Lost"
Lead has been nurtured twice with no engagement — marked lost automatically
Clean pipeline
No lead stuck in limbo. Every lead has a defined outcome.
Reps only step in when a lead replies. Everything else is handled.
Inside the dashboard
Set Up a Trigger in Under 2 Minutes
Pick your pipeline, pick the stage, pick the sequence. Done. No code, no complex workflow builders — just simple "when this, do that" rules.
Rule Name
Label each trigger so your team knows what it does at a glance
Trigger Condition
"Lead moved to [stage]" or "Sequence completed for [sequence] when lead is in [stages]"
Action
"Initiate [sequence]" or "Move to [stage] in [pipeline]"
On/Off Toggle
Pause or activate any trigger instantly without deleting it
Real workflows
How Teams Chain Triggers + Sequences By Industry
Same three trigger types — completely different workflows depending on your sales process.
Site Visit → Closing Push → Lost
After a site visit, the lead needs a closing push, not generic nurture. If they go silent, move them to revival automatically.
Trigger + Sequence Chain
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New Lead → Qualification → Enrollment Push
New enquiries get qualified first. Hot leads get a counselor. Cold ones get a value drip. Nobody falls through.
Trigger + Sequence Chain
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DNP → Recovery → Rebook
Patient didn't pick up? Auto-start a WhatsApp recovery sequence instead of hoping the receptionist remembers to call back.
Trigger + Sequence Chain
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Quote Sent → Follow-up → Revival
After sending a trip quote, the follow-up sequence should be about closing — not generic nurture. And if they go silent, switch to a completely different approach.
Trigger + Sequence Chain
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Trial Done → Membership Push → Win-Back
After a free trial, the window to convert is 48 hours. Automate the membership push so reps don't forget, and auto-move to win-back if they don't bite.
Trigger + Sequence Chain
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Multi-Stage Outbound Pipeline
For longer B2B sales cycles, chain multiple stages: intro → discovery → proposal → negotiation. Each stage shift triggers a different sequence with stage-appropriate messaging.
Trigger + Sequence Chain
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The difference
Without vs. With Smart Triggers
What's included
Everything That Makes Triggers Work
Trigger Chaining
Connect multiple triggers end-to-end. One trigger's output becomes the next trigger's input. Build entire pipelines that run without manual intervention.
Auto-Pause on Reply
When a lead replies to any message in a sequence, the entire sequence pauses instantly. Rep gets notified with full context to take over personally.
Multi-Pipeline Support
Different pipelines can have different trigger rules. Your real estate pipeline runs differently from your coaching pipeline — each with its own chains.
DNP-Specific Triggers
When a call is marked "Did Not Pick", a dedicated trigger fires a recovery sequence on WhatsApp. No more DNPs falling through the cracks.
On/Off Toggle
Pause any trigger instantly without deleting it. Testing a new sequence? Turn off the old trigger, turn on the new one. Switch back anytime.
Full Visibility
See all your triggers in one table — rule name, trigger condition, action, status. Know exactly what's running and what's paused across your entire team.
Common questions
FAQ About Smart Triggers
Complete your workflow
Smart Triggers Work Best With
Auto Follow-ups
Build the sequences that triggers start and stop. The messages, delays, and bump-ups.
Learn More →
AI Qualification
AI qualifies leads and moves them to stages — which fires your triggers automatically.
Learn More →
Lead Management
Your pipeline stages are what triggers react to. Better pipeline = smarter triggers.
Learn More →
WhatsApp CRM
The Chrome Extension where sequences deliver messages — right inside WhatsApp.
Learn More →
Stop Running Your Pipeline Manually
Set up your first trigger chain in under 5 minutes. Book a demo and we'll build your first workflow live.
Book a Free Demo
