Connecting Salesforce CRM
Salesforce Requirements: API Access (See which editions provide API Access here) Setting up the Integration 1) On the left panel,[...]
Read MoreConnecting HubSpot
HubSpot Integration We know how important it is to maintain an accurate single view of your customer. Triggr has developed[...]
Read MoreConnecting Slack
Connecting Slack Product Requirements: Team License, Company License Setting up the Integration Triggr has a native Slack integration, which[...]
Read MoreConnecting Google Sheets
Connecting Google Sheets Triggr has a native Google Sheets integration, which you can activate for any Triggr event you like. [...]
Read MoreSearching lists from Salesforce
You can search for sales intelligence related to your Salesforce accounts inside Triggr. This is done by selecting lists that[...]
Read MoreInstall 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[...]
Read MoreTriggr’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[...]
Read MoreReporting on Triggr with HubSpot
Reporting on Triggr in HubSpot Triggr New Leads Report Build a report to see all new leads that Triggr has[...]
Read MoreSegment Triggr Data in HubSpot
Segment Triggr Data in HubSpot HubSpot has powerful list segmentation abilities, allowing you to slice and dice your data in[...]
Read MoreInstalling 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[...]
Read MoreGet Started with Triggr
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