Creating Your First Zap - Picking Your Trigger

Picking Which Trigger to Use

New to using Zapier and Webhooks? Start here.

Zapier and Webhooks are great tools that allow you to connect various apps to transfer information.

Your first step will be choosing when you would like your automation to occur.

The question to ask yourself here is, "what do I want my trigger to be?"

You may choose from various triggers: 

When a contact is invited to connect - connection request sent

• • You want to keep track of connection requests 

When a contact accepts a connection - connection request accepted

• • You want to create a new contact in your CRM 
  • You want to see what date you connected 

When a contact replies - first time prospect replies 

• • You want to create a deal in your pipeline
  • You want to create a contact in your CRM
  • You want to email yourself or someone else a new lead

When a message is received from contact - every time prospect replies

• • You want to manage a deal in your pipeline 
  • You want to notify yourself each time a prospect responds on LinkedIn via email

When a label is added - when a label is added in the inbox

Great if...

• You want to keep track of leads
• You want to send only specific prospects to your CRM 
• You want to send only specific prospects via Email

Information on Adding a Label Triggers:

• • Labels can be added to prospects in the inbox to help you differentiate your various prospects. 
  • If you choose this trigger, ensure you are selecting which label(s) you would like to be the trigger
    

               *Note - You can find this page by going to integrations <  Zapier < Manage < Webhook                  Settings.

• • Any selected labels will be highlighted in blue, and when contacts are marked by that label, the Zap will be triggered.
    • This means that any selected label will trigger the sequence to run and they will all go to the same place in your selected CRM with no differentiation