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Use Infusionsoft Triggers For Salesforce Automation

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Infusionsoft Triggers are part of the Pipeline Automation features, which are under the CRM Settings > Sales Settings of your Infusionsoft application.

Now scroll down to Sales Settings and find Pipeline Automation:

 

Infusionsoft Opportunity_pipeline_automation

 

From there you'll see your Trigger options.

 

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Triggers can kick into gear as you opportunity moves into or out of a stage.

They can also be set to Trigger when the percent chance reaches a certain level.

However, creating your salesforce automation here is more of a legacy feature of Infusionsoft.

With the Campaign Builder, which has been around since about 2012, you can create even more detailed automation triggers with the drag and drop Goals and Sequences.

Infusionsoft Campaign Builder

 

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Automating your sales pipeline in this manner helps ensure sales and service happen on time, every time.

If you still have questions about ordering Infusionsoft for your business and would like to see Infusionsoft in action check this out.

If you're ready to get started with Infusionsoft and you want to secure your over $1,741 in bonuses and savings by ordering through me please contact me now and I'll help you secure your own Infusionsoft application today.

If you already have your own Infusionsoft application and need to get more out of it just pick the block of time for my Infusionsoft Services that fits your budget at The CRM Butler page and get ready to get more leads, convert more sales and make more money...while you sleep.

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Now go sell something.