Create Triggr as a Lead Source in Salesforce

Lead Source in Salesforce

Triggr will automatically create the Lead Source, as Triggr, when connected to Salesforce, and sending leads into salesforce.  However, in order create a report on Triggr Lead Source, you will need to add Triggr as a dropdown option, within Salesforce.

Salesforce Guide: Add or create a new Lead source

Lightning Experience

1) Click the gear icon and select Setup.


Search for Object Manager in Quick Search.

Object Manager

Click Lead.

Object Manager > Lead
Click Fields & Relationships.

Fields and Relationships

Click Lead Source.

Lead Source

Click Activate under Inactive Values, where you will see Triggr listed, if any leads have been sent from Triggr


Add the New Lead Source option and if you have Record types, select the Record types where you want the new Lead Source option to be visible.

Click on Save.


See Also:

Connecting Salesforce CRM
Install the Triggr Package in Salesforce App Exchange
Add Triggr Events to a Salesforce Campaign
Searching lists from Salesforce
Triggr’s CRM Matching Logic

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