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Trigger - Lead reaches a set number of deals won

The trigger "Lead reaches a defined amount of won deals" is used to start automations and has a simple setup. Before using this trigger, keep in mind the note:
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To set up this kind of trigger you need to:

Step 1: Go to the automations screen

  • In the left side menu, click on "Automations".
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Step 2: Create a trigger

  • If you already have an automation just open it, otherwise you'll need to add a new one using the side menu

  • Click the "Add trigger" button

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  • Go to the lead trigger options

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  • Select "Lead reaches a defined number of won deals"
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Step 3: Set up the trigger

  • Enter the amount of deals the lead needs to have for the trigger to fire

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Done! Now you just need to save and activate the automation to use it

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