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Trigger - Lead exceeds a defined amount of won deals

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

Step 1: Go to the automations screen

  • In the left side menu, click on "Automations".

Screenshot at Feb 18 08-51-36.png

Step 2: Create a trigger

  • If you already have an automation just open it, if not you'll need to add a new one through the side menu

  • Click the "Add trigger" button

Screenshot at Feb 18 08-56-20.png

  • Go to the lead trigger options

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  • Select "Lead exceeds a defined value of won deals"

Screenshot at Feb 18 09-23-01.png

Step 3: Set up the trigger

  • Enter the value a lead needs to have in won deals for the trigger to fire

Screenshot at Feb 18 09-30-09.png

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

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