Connecting Salesforce CRM

Salesforce Requirements:  API Access  (See which editions provide API Access here) Setting up the Integration 1) On the left panel,[...]

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Connecting HubSpot

HubSpot Integration We know how important it is to maintain an accurate single view of your customer.  Triggr has developed[...]

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Connecting Slack

Connecting Slack Product Requirements: Team License, Company License   Setting up the Integration Triggr has a native Slack integration, which[...]

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Connecting Google Sheets

Connecting Google Sheets Triggr has a native Google Sheets integration, which you can activate for any Triggr event you like. [...]

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Searching lists from Salesforce

You can search for sales intelligence related to your Salesforce accounts inside Triggr. This is done by selecting lists that[...]

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Install the Triggr Package in Salesforce AppExchange

You need to install the Triggr app in your Salesforce subscription before you can enjoy all the goodness Sales Insights[...]

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Triggr’s CRM Matching Logic

Triggr’s CRM Integration Matching Logic Triggr uses matching logic to provide accurate data when using CRM filters.  These can be[...]

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Reporting on Triggr with HubSpot

Reporting on Triggr in HubSpot Triggr New Leads Report Build a report to see all new leads that Triggr has[...]

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Segment Triggr Data in HubSpot

Segment Triggr Data in HubSpot HubSpot has powerful list segmentation abilities, allowing you to slice and dice your data in[...]

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Installing the Triggr Chrome Extension

  1)Download the Triggr Chrome Extension now on the Google Chrome Store.  If you’re already a customer, you can find[...]

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