CRM trigger
Also called: workflow trigger, automation trigger
A CRM trigger is a rule that starts an automation when something changes in your customer record — a new lead arrives, a stage moves, a quote is sent, a job is marked complete.
Why it matters
Triggers are what turn a CRM from a filing cabinet into a system that acts on its own, without anyone remembering to press send.
Worked example
Marking a job complete triggers a review request two hours later, a maintenance reminder in eleven months, and a referral ask if the review was positive.
Figures are illustrative models with inputs stated, not audited client results.
Systems that use this
- AI CRM for Small Business — A CRM that writes the notes, sends the follow-ups, and reminds you.
- AI Automation System — Zapier, Make, and CRM workflows wired up and ready to import.
- AI Review Responder — Reply to every Google review in your voice — in 30 seconds.
Where it comes up
CRM trigger: common questions
Related terms
- Missed-call text-back
Missed-call text-back is an automation that detects an unanswered inbound call and immediately sends the caller a text apologising, naming your business, and offering to book or answer questions.
- AI voice agent
An AI voice agent is a system that answers inbound phone calls with a natural-sounding voice, qualifies the caller, answers common questions, and books into your calendar or escalates to a human.
- AI appointment setter
An AI appointment setter is an automation that takes a qualified lead through to a confirmed calendar slot over text, chat, or voice, including reminders and rescheduling.
- Quote follow-up
Quote follow-up is an automated sequence that contacts every prospect who received a quote or estimate but has not yet responded, on a fixed schedule with new information each time.
- Webhook
A webhook is a message one application sends to another the moment an event happens, so the receiving system can act immediately instead of checking periodically.
Guarantees and supported integrations
- 14-day refundInstall it, run it, and if it doesn't fit, get your money back.
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Works with the stack you already pay for
- Zapier
- Make
- HubSpot
- GoHighLevel
- Pipedrive
- Twilio
- Cal.com
- Calendly
- Google Workspace
- Notion
- Airtable
- OpenPhone
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