Overview

Lead Liaison's integration with Customer Relationship Management (CRM) systems allows our platform to incorporate CRM opportunities into a marketers workflow when creating automations for lead nurturing, lead scoring, lead grading, segmentations and more. 

Using Future Events

To use any of these triggers create a new Behavior-based Automation:

• New > Automation

• Select Behavior

• Under Trigger, search for opportunity

Open

Triggers

Added to Opportunity

• Description = Matches any Prospect that gets added to an opportunity. 

• Example = Trigger when someone is added to an opportunity with an amount greater than $100,000. 

• Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change. 

• Screenshot: Below

Opportunity is Updated

• Description = Matches any Prospect associated with an opportunity that gets changed. 

• Example = Trigger when someone is associated with an opportunity and the amount changes to greater than $100,000. 

• Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change. 

• Screenshot: Below

Removed from Opportunity

• Description = Matches any Prospect that gets removed from an opportunity. 

• Example = Trigger when someone is removed from an opportunity and the amount is greater than $100,000. 

• Operators: None. When this Future Event / Trigger is added it continuously monitors the CRM for this change. 

• Screenshot: Below

Open