New Activity Trigger Introduced for Lead and Opportunity Modules

New Activity Trigger Introduced for Lead and Opportunity Modules

Overview

We’re excited to announce the launch of a new Activity Trigger within the automation system, now available for the Opportunity and Lead modules. This update introduces support for both Telephony Activities and Dynamic Activities, allowing automations to be triggered based on real-time call interactions or dynamic activity events.



Supported Telephony Activities

The Activity Trigger now supports the following types of telephony interactions:


Telephony Activities
  1. Inbound Call Activity
  2. Outbound Call Activity
  3. Campaign Call Activity
Dynamic Activities
  1. On Dynamic Activity Creation
  2. On Dynamic Activity Field Update
If/Else Conditions for Activity Triggers
To enhance precision and control, a set of activity-specific fields are now available in the If/Else condition block. Depending on the selected activity type, you can use the following conditions:
For Telephony Activities:
  1. Call Start Date
  2. Call Activity Type
  3. Call Status
  4. Call Duration (in seconds)
  5. Call Frequency (for Lead-based telephony activities, use ‘Total Calls’ instead)
  6. Caller ID (DID)
  7. Call Owner
For Dynamic Activities:
  1. Any field from the selected Dynamic Activity can be used as a condition to build logic based on its value or any change in that value. To access these fields, the user just needs to scroll down and look for the Dynamic Activity section under the if/else condition.

How to Use the Activity Trigger

To configure this new trigger in your automation:

  • Navigate to Automation:

  • Go to the Automation Listing page.

  • Click on Create Automation.

  • Select the Activity Trigger:

  • Along with the existing Lead/Application and Opportunity triggers, you’ll now see a new option — Activity Trigger.

  • Choose Lead or Opportunity based on your use case.
     Note: For Opportunity Activity Trigger, you can specify the opportunity records the trigger should apply to.

  • Choose the Telephony Activity:
    From the dropdown, select the type of activity that should trigger the automation:

  • Telephony Activity (Inbound, Outbound, or Campaign Call)

  • Dynamic Activity (Creation or Field Update)

  • Configure the Automation Flow: Once the trigger is set, build your automation by adding If/Else conditions, Wait conditions, and Action Nodes to define the automation logic and desired outcomes.


Smarter, Real-Time Engagement

With the enhanced Activity Trigger, you can now automate actions that respond instantly to both Telephony and Dynamic Activity events. This enables:
  1. Faster and more relevant follow-ups based on live user interactions.
  2. Greater personalization by using real-time activity data.
  3. Improved productivity through automation of repetitive engagement tasks.

Conclusion

The upgraded Activity Trigger brings together both Telephony and Dynamic Activity handling into one powerful, unified system.

By leveraging detailed, activity-specific conditions in If/Else logic, institutions can now create advanced automations that react in real time, improve engagement quality, and streamline communication across Leads and Opportunities.



    • Related Articles

    • How to View Lead Details on Opportunity?

      Overview The Lead Profile Comprehensive View in the Opportunity module allows you to access and edit lead details directly from the Opportunity module without needing access to the Lead Manager. This feature streamlines lead management, ensuring ...

    • Opportunity Stage Change through Automation

      Overview New Opportunity Stage Change action node is introduced within the automation. This enhancement allows users to automatically update the Opportunity Stage through automation, bringing the same level of flexibility that has long been available ...

    • How to Associate a Lead from Opportunity?

      Overview Lead Association in Opportunity ensures accurate record-keeping and efficient workflow by linking leads with opportunities. Seamless Lead Association: Connect existing leads to opportunities effortlessly. Direct Lead Creation: Create a new ...

    • How to Add a Dynamic Activity via Mobile Application?

      Overview Dynamic Activity unifies every lead/opportunity action into one connected timeline inside your CRM. Now, every action a student takes, either online, offline, or on external platforms, is pulled into one unified story inside your CRM. ...

    • How to Customize your Lead Listing View?

      Overview The Lead Listing Page is your central hub for managing leads from various origins and traffic channels. This page consolidates all your leads in one place, allowing you to search, filter based on specific conditions, and customize your view. ...