Use Triggers to log activities, create tasks and update HubSpot in real time.
To set up Triggers:
- Navigate to Settings > CRM > Triggers
- Enable the Triggers that are required for your workflow
Here's how they work:
Email Sent Trigger:
When an email is sent to your prospects, an activity is logged for them.
Email Opened Trigger:
When a prospect opens an email, an activity is logged for them.
Link Clicked Trigger:
When a prospect clicks a link in an email, an activity is logged for them.
First Reply Trigger:
The first time a prospect replies to your emails, this Trigger will record that activity for them.
Anytime a prospect replies to you, it will be logged as an activity for them.
Meeting booked in Calendly
If you have integrated your Calendly account to Klenty and a prospect books a meeting with you - a corresponding task gets created in HubSpot immediately.
Whenever a task is created for a prospect in Klenty, a corresponding task (along with the notes) gets scheduled for the respective Contact in HubSpot.
Marking the task as Complete in Klenty automatically updates it in HubSpot as well.
Call Created/Updated Trigger
Whenever a call is scheduled for a prospect in Klenty, a corresponding task (along with the notes) gets scheduled in HubSpot in real-time.
If a Contact does not exist in HubSpot:
If you're reaching out to prospects who do not already exist in HubSpot, you can enable this setting.
Klenty will then create these Contacts in HubSpot first and then record the activity for them.