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Create a Trigger

Monitor your target accounts and customers for any significant changes in real time.

With the help of Workflow Triggers, you can stay on top of any changes related to any group of companies. You can better understand your customer's business and proactively contact them when you hear something that could result in expansion or even you losing the customer. Triggers let you know when the time is right to reach out to your target accounts. 

The Workflow Triggers feature is available as a Light and a Full version.

 

Light version

Workflow Triggers keep you up-to-date on all significant changes of a selected company group by sending you a notification by email.

 

Full version

The Full version allows you to get the relevant company changes to

  • your CRM as Tasks, Deals, Leads, or Opportunities.

  • public channels in Slack

  • other destinations by using Webhooks

Creating a new Trigger

To activate a Trigger, you need to:

  • Have a dynamic or a static list created in Vainu.
  • Include trigger values in the data mapping tool – Full version only.

1. Select your source list

Open the Triggers on the main panel.

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Click + Create a new Trigger button. Select the source list for your Trigger. 

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2. Add filters

With filters, you can determine what kind of information you want to receive in your CRM. You can get notified of three types of changes in a company:


Events Events are based on buying signals. Buying signals are information of a change linked to a specific company. Read more about buying signals here.
Data Get notified of any relevant basic or financial data changes in a company.
Other – New companies in a target group Get notified when a new company matches the search criteria you've set.

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3. Select the destination

Vainu will only show the channels you're connected to. If you don't see your preferred destination, open Vainu integration settings to activate Webhook, Slack, or CRM integration.

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Destination   Trigger an action
CRM system (full version only)
  • HubSpot
  • Salesforce
  • Pipedrive
  • MS Dynamics 365 Online
You can select whether you want to create a Deal/Lead/Task/Opportunity.

Email 📩 Add up to 20 email recipients to receive a standard notification or trigger events. You will receive an email with basic data.
Slack (full version only) Select the Slack channel where you wish to receive the notifications. Ensure the channel is not set as #private as Vainu can only export data to public channels. You will receive a notification to your selected Slack channel with basic trigger data.
Webhooks Learn more about Webhooks from your Account Manager.  

 

Please note that to export triggers to your CRM system, you need to include trigger values in data mapping.

Trigger objects available for export in data mapping

  • Trigger: Profile   The name of the Workflow Trigger.
  • Trigger: Matched Events  –  The event (see Buying Signals) matching the Trigger.
  • Trigger: Summary  – Detailed summary about the event, its Trigger, and the company it belongs to.
  • Trigger: Discovered Date  –  The date Vainu matched an event with a specific workflow trigger.

4. Select the frequency 

You don't need to be overwhelmed with too many tasks simultaneously. Receive triggers on your preferred weekdays and hours. You can also select triggers to be only sent manually.

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5. Choose the maximum daily amount

You can also limit the number of triggers you receive per day.

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6. Optional: Add context

(A) You can include notes in Trigger: summary when exporting to CRM.

For every filter, you can add context to go with the Trigger. See example:

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Whenever a company publishes a new open position, you wish to act upon it as soon as the event has occurred. You can add information and notes along with the trigger event information, such as "Offer recruitment service,"  and facilitate a personalized outreach.

(B) You can also customize the heading of a trigger when exporting a trigger manually from Vainu to your email, Slack, or other apps by using a webhook.

  1. Select the trigger you want to export. Click Export 1 event.
    Export trigger manually 1
  2. Select where you want to export the trigger to.

    Export trigger manually 2

   3.    Write the recipient's email, click enter. Write the subject you want to. Finally, click Export.

Export trigger manually 3

Here's an example email of a trigger with a customized email subject: "Send her the lastest eBook".

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Should you need more information regarding the Workflow Triggers, please chat with us or email at support@vainu.io, and we're happy to help you out! 😊