Types of triggers
Form and survey submissions, funnel page visits, and calendar bookings are the most common entry points for new leads. These fire the moment the action happens in real time.
Contact-based triggers fire when something changes on the record: a tag is added or removed, a field value changes, or a contact is assigned to a user. Pipeline triggers fire when a deal moves between stages.
Date triggers fire on a specific date or a set number of days before or after a date field. This is what powers birthday messages, renewal reminders, and follow-up sequences tied to deal close dates.
Trigger filters and conditions
A trigger filter narrows who enters the workflow. For example, the trigger "form submitted" with a filter "tag does not contain existing-client" means only new leads enter. Without filters, every form submission would start the workflow regardless of who submitted it.
You can combine multiple filter conditions with AND or OR logic to get very precise about who qualifies.
Multiple triggers on one workflow
One workflow can have multiple triggers. If you want the same onboarding sequence to start whether someone books a call or fills out a contact form, you add both as triggers on the same workflow. This avoids building two identical workflows.