Sequence Triggers and Conditions

Difficulty: Intermediate | Time: 10 min | Tier: Business & Above

Triggers determine how contacts enter a sequence. Conditions filter who qualifies. Exit rules determine when someone should be removed. Together, they give you precise control over your automated outreach.

Enrollment Triggers

A trigger is the event that starts the sequence for a contact:

• Manual enrollment: You manually add contacts from the contacts list or a contact profile.
• Form submission: A contact submits a specific form on your website.
• Tag added: A contact receives a specific tag (e.g., "Demo Requested").
• Pipeline stage change: A deal moves to a specific stage (e.g., "Proposal Sent").
• Segment membership: A contact matches a dynamic segment's conditions.

Enrollment Conditions

Conditions are optional filters applied on top of triggers:

• Source: Only enroll contacts from a specific source (e.g., "Website" or "Referral").
• Tag: Only enroll contacts with (or without) a specific tag.
• Not already in sequence: Prevent duplicate enrollment. This is enabled by default.

Exit Rules

Exit rules automatically remove contacts from the sequence:

• Reply detected: Contact replies to any email in the sequence (enabled by default).
• Meeting booked: Contact books a meeting through your calendar link.
• Deal won: The associated deal is marked as won.
• Manual removal: You can always remove a contact manually from the sequence dashboard.

Related Articles

• Email Sequences Overview
• Build a Drip Sequence
• Audience Segments

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