Triggers

Triggers automate actions when leads meet specific conditions. Use triggers to notify your team the moment a lead becomes sales-ready, reaches a score threshold, or completes a sequence of actions.

Understanding Triggers

LeadVibe offers two types of triggers:

Milestone Triggers: Fire when a lead crosses a score threshold Sequence Triggers: Fire when a lead completes a specific sequence of events in order

Both trigger types can send notifications to Slack, Microsoft Teams, webhooks, or email.

Milestone Triggers

Milestone triggers activate when a lead's score reaches or exceeds a specific threshold. Use these to notify sales when leads become hot.

How Milestone Triggers Work

Lead's score changes due to new activity
LeadVibe checks if the score crossed a milestone threshold
Trigger fires and sends notifications
Recipients receive alert with lead details and score breakdown

Creating a Milestone Trigger

Navigate to Configure → Milestone Triggers
Click Create Trigger
Configure the trigger settings:

Basic Settings:

Name: Descriptive name (e.g., "Hot Lead Alert - 50 Points")
Score Threshold: Minimum score to activate (e.g., 50)
Fire Mode: When to fire
- Once: Only fires the first time threshold is crossed
- Always: Fires every time threshold is crossed (use carefully)

Lead Filters (Optional):

Filter by Engagement Level (e.g., only "High" engagement leads)
Filter by Profile Level (e.g., only "Ideal Customer" profiles)
Filter by Account Level (e.g., only "Enterprise" accounts)

Notification Settings:

Slack Channel or User: Send to specific channel or DM
Teams Channel or User: Send to specific channel or chat
Webhook URL: POST to external system
Email Recipients: Send email alert

Click Save Trigger

Milestone Triggers list showing trigger names, status, score thresholds, rulesets, event types, destinations, fire modes, and last fired dates

Milestone Trigger Example

Scenario: Notify sales when a lead reaches 50 points

Configuration:

Name: "Sales Alert - Qualified Lead"
Threshold: 50 points
Fire Mode: Once
Notification: Slack channel #sales-alerts

What Happens: When any lead crosses 50 points for the first time, LeadVibe posts a message to the #sales-alerts Slack channel with the lead's name, score, and top scoring activities.

Sequence Triggers

Sequence triggers activate when a lead performs a series of events in a specific order within a time window. Use these to identify high-intent behaviors.

How Sequence Triggers Work

Define event sequence (e.g., page view → email open → form submit)
Set time window (e.g., within 24 hours)
Lead completes sequence in order
Trigger fires and sends notifications

Creating a Sequence Trigger

Navigate to Configure → Sequence Triggers
Click Create Trigger
Configure the trigger settings:

Basic Settings:

Name: Descriptive name (e.g., "Demo Request Flow")
Fire Mode: Once or Always
Time Window: How long to wait for sequence completion (hours)

Event Sequence:

Add event steps in order
Each step can specify:
- Event Type: Which event to match (e.g., "page_view")
- Event Filters (optional): Metadata filters (e.g., path contains "pricing")

Example Sequence:

Step 1: page_view (path: /pricing)
  ↓ within 24 hours
Step 2: email_open (campaign: product_demo)
  ↓ within 24 hours
Step 3: form_submit (form_type: demo_request)
  → TRIGGER FIRES

Lead Filters (Optional):

Same as Milestone Triggers
Filter by engagement, profile, or account level

Notification Settings:

Same options as Milestone Triggers
Slack, Teams, webhook, or email

Click Save Trigger

New Milestone Trigger creation slideout showing Name field, Score Threshold, Ruleset selector, Event Type selector, Event Attribute Filters, Fire Mode, Profile Filters, Destination Type with Webhook URL input, and Cancel and Save buttons

Sequence Trigger Example

Scenario: Alert sales when a lead shows high buying intent

Configuration:

Name: "High Intent Sequence"
Time Window: 48 hours
Sequence:
1. page_view (path contains "pricing")
2. page_view (path contains "case-studies")
3. email_open
4. page_view (path contains "demo")
Notification: Slack user @sales-rep

What Happens: When a lead completes all four steps within 48 hours, the assigned sales rep gets a direct Slack message with the lead's information and recent activity.

Notification Formats

Slack Notifications

Slack messages include:

Lead Information:

Lead name or primary identifier
Current score
Engagement level

Score Breakdown (NEW):

Top 3 activities from last 24 hours
Format: ✓ Event Type (count × points) +total
Example: ✓ page_view (5× @ 10 pts) +50

Actions:

Button to view lead in LeadVibe
Button to claim/assign lead

Example Slack Message:

🔥 Hot Lead Alert

Lead: jane.doe@example.com
Score: 75 points
Level: High Engagement

Recent Activity:
✓ page_view (5× @ 10 pts) +50
✓ email_open (3× @ 5 pts) +15
✓ form_submit (1× @ 20 pts) +20

[View Lead] [Assign to Me]

Microsoft Teams Notifications

Teams messages include the same information as Slack:

Lead details and current score
Score breakdown with top activities
Action buttons
Rich formatting with cards

Webhook Notifications

Webhooks receive JSON payload:

Milestone Trigger Payload:

{
  "trigger_type": "milestone",
  "trigger_name": "Hot Lead Alert",
  "lead_id": "ld_123",
  "score": 75,
  "threshold": 50,
  "timestamp": "2025-01-15T10:30:00Z",
  "score_breakdown": [
    {
      "event_type": "page_view",
      "count": 5,
      "points_each": 10,
      "total_points": 50
    },
    {
      "event_type": "email_open",
      "count": 3,
      "points_each": 5,
      "total_points": 15
    }
  ]
}

Sequence Trigger Payload:

{
  "trigger_type": "sequence",
  "trigger_name": "Demo Request Flow",
  "lead_id": "ld_123",
  "score": 85,
  "sequence_completed": [
    {
      "step": 1,
      "event_type": "page_view",
      "timestamp": "2025-01-15T08:00:00Z"
    },
    {
      "step": 2,
      "event_type": "email_open",
      "timestamp": "2025-01-15T10:00:00Z"
    },
    {
      "step": 3,
      "event_type": "form_submit",
      "timestamp": "2025-01-15T10:30:00Z"
    }
  ],
  "timestamp": "2025-01-15T10:30:00Z",
  "score_breakdown": [
    {
      "event_type": "page_view",
      "count": 8,
      "points_each": 10,
      "total_points": 80
    }
  ]
}

Email Notifications

Email notifications include:

Subject line (customizable)
Lead information
Score and score breakdown
Link to view lead in LeadVibe
Optional custom message

Testing Your Triggers

Before relying on a trigger in production, you can test it against a specific lead to see whether it would fire. This helps you verify that thresholds, filters, and sequences are configured correctly -- without sending actual notifications.

How to Test a Trigger

Navigate to Configure and open either Milestone Triggers or Sequence Triggers
Find the trigger you want to test in the list
Click the play icon in the actions column to open the test dialog
Search for a lead to test against:
- Type a lead's email address or Lead ID into the search field
- As you type, matching leads appear in a dropdown with their email, match type, and engagement level
- Click a lead from the results to select them
Optionally adjust the Days to look back (defaults to 30 days)
Click Run Test

Understanding Test Results

After running a test, you will see one of two outcomes:

Would Fire: The trigger's conditions are met for this lead. For milestone triggers, this means the lead's score meets or exceeds the threshold. For sequence triggers, this means the lead completed the required event sequence within the time window.

Would Not Fire: The trigger's conditions are not met. Review the lead's score or event history to understand why, and adjust your trigger configuration if needed.

The test also shows the number of matches and, when applicable, a list of matched lead IDs.

Testing Tips

Test with different leads: Try leads at various score levels or engagement stages to confirm your threshold is set correctly
Adjust the lookback window: If testing a sequence trigger, make sure the lookback period covers enough history for the lead's events
Test before activating: Run tests on new triggers before enabling them to avoid unexpected notification volume
Verify filters: If your trigger has lead filters (engagement level, profile level, account level), test with leads that both match and do not match those filters to confirm they work as expected

Trigger Best Practices

Choosing Thresholds

Milestone Trigger Thresholds:

Start with 3-4 milestones maximum
Align thresholds with engagement levels
Example thresholds: 25 (warm), 50 (hot), 75 (very hot)
Test and adjust based on conversion data

Sequence Trigger Windows:

24 hours: High-intent, immediate action sequences
48-72 hours: Nurture sequences
7 days: Long-term research behaviors

Fire Mode Selection

Use "Once":

For score milestones (avoid notification spam)
For conversion-focused sequences
When triggering CRM tasks or assignments

Use "Always":

For monitoring ongoing behavior patterns
For webhook integrations that need every occurrence
When you want to track frequency (with caution)

Lead Filtering

Combine score thresholds with lead filters for precision:

Example 1: Only alert on enterprise leads

Threshold: 50
Account Level: Enterprise

Example 2: Only alert on ideal customer profiles

Threshold: 40
Profile Level: Ideal Customer
Engagement Level: High

Example 3: Focus on specific engagement tier

Threshold: 30
Engagement Level: Medium or High

Notification Routing

Slack Recommendations:

Use channels for team alerts (#sales-hot-leads)
Use DMs for individual assignments (@sales-rep)
Create dedicated channels per trigger type
Avoid posting to general channels

Teams Recommendations:

Similar to Slack
Use Teams channels for team visibility
Use chats for 1:1 notifications

Webhooks:

Route to CRM for automatic lead assignment
Send to marketing automation for campaign enrollment
POST to Zapier for multi-system workflows

Advanced Trigger Patterns

Sequence Patterns for Buying Intent

High-Intent Research:

page_view (pricing)
page_view (features)
page_view (case-studies)
Time: 24 hours

Demo Request Journey:

email_open (product announcement)
page_view (demo page)
form_submit (demo request)
Time: 48 hours

Re-Engagement Success:

email_open (re-engagement)
page_view (any)
email_open (follow-up)
Time: 7 days

Combining Triggers

Use multiple triggers together for sophisticated workflows:

Tier 1 Alert (Score 25):

Notification: Slack channel #marketing
Action: Add to nurture campaign

Tier 2 Alert (Score 50):

Notification: Slack channel #sales
Action: Create CRM task for SDR

Tier 3 Alert (Score 75):

Notification: Direct message to AE
Action: Auto-assign lead in CRM

Troubleshooting

Trigger Not Firing

Check These Items:

Trigger is enabled (not paused)
Lead actually crossed the threshold (check score)
Fire mode is set correctly (Once vs Always)
Lead filters aren't excluding the lead
Integration is connected (Slack, Teams)

For Sequence Triggers:

Events occurred in correct order
Events occurred within time window
Event types match exactly (case-sensitive)
Event metadata filters match (if used)

Too Many Notifications

Solutions:

Change fire mode from "Always" to "Once"
Increase threshold to reduce trigger frequency
Add lead filters to narrow the audience
Use separate channels for different trigger tiers

Notifications Not Received

Slack Issues:

Verify Slack integration is connected
Check channel exists and bot has access
Verify user mentions work (@username format)
Check Slack workspace permissions

Teams Issues:

Verify Teams integration is connected
Check webhook URL is valid
Verify channel or chat access
Check Teams app permissions

Webhook Issues:

Verify URL is accessible
Check endpoint accepts POST requests
Verify endpoint returns 200 OK
Check webhook signature validation

Score Breakdown Not Showing

Score breakdown shows the top 3 activities from the last 24 hours:

If lead has no recent activity, breakdown may be empty
Only counts events that contributed to score
Filtered events and decay don't appear
Check lead's activity timeline for context

API Access

You can manage triggers programmatically:

List Milestone Triggers

GET /triggers

curl -X GET "https://api.leadvibe.com/triggers" \
  -H "Authorization: Bearer <token>"

Create Milestone Trigger

POST /triggers

curl -X POST "https://api.leadvibe.com/triggers" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Hot Lead Alert",
    "threshold": 50,
    "fire_mode": "once",
    "slack_target_kind": "channel",
    "slack_target_id": "C01234567",
    "profile_filters": {
      "engagement_level": ["High"]
    }
  }'

List Sequence Triggers

GET /sequences

curl -X GET "https://api.leadvibe.com/sequences" \
  -H "Authorization: Bearer <token>"

Create Sequence Trigger

POST /sequences

curl -X POST "https://api.leadvibe.com/sequences" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Demo Request Flow",
    "time_window_hours": 24,
    "fire_mode": "once",
    "event_steps": [
      {
        "event_type": "page_view",
        "filters": {"path": "/pricing"}
      },
      {
        "event_type": "email_open"
      },
      {
        "event_type": "form_submit"
      }
    ],
    "teams_target_kind": "channel",
    "teams_target_id": "19:abc123@thread.tacv2"
  }'

Test a Trigger via API

POST /triggers/{id}/simulate (milestone) or POST /sequences/{id}/simulate (sequence)

curl -X POST "https://api.leadvibe.com/triggers/{id}/simulate" \
  -H "Authorization: Bearer <token>" \
  -H "Content-Type: application/json" \
  -d '{
    "lead_id": "abc-123",
    "days": 30
  }'

Returns whether the trigger would fire for the specified lead. See the Milestone Trigger Simulate and Sequence Trigger Simulate API documentation for full details.

Search for a Lead

GET /leads/search?q={query}

curl "https://api.leadvibe.com/leads/search?q=jane" \
  -H "Authorization: Bearer <token>"

Returns up to 10 matching leads by ID or email. See the Lead Search API documentation for details.

Milestone Events: View history of when triggers fired
Sequence Events: View history of sequence completions
Slack Integration: Connect LeadVibe to Slack
Teams Integration: Connect LeadVibe to Microsoft Teams
Webhooks: Integrate with external systems
Lead Filters: Understanding lead attribute filtering

Understanding Triggers​

Milestone Triggers​

How Milestone Triggers Work​

Creating a Milestone Trigger​

Milestone Trigger Example​

Sequence Triggers​

How Sequence Triggers Work​

Creating a Sequence Trigger​

Sequence Trigger Example​

Notification Formats​

Slack Notifications​

Microsoft Teams Notifications​

Webhook Notifications​

Email Notifications​

Testing Your Triggers​

How to Test a Trigger​

Understanding Test Results​

Testing Tips​

Trigger Best Practices​

Choosing Thresholds​

Fire Mode Selection​

Lead Filtering​

Notification Routing​

Advanced Trigger Patterns​

Sequence Patterns for Buying Intent​

Combining Triggers​

Troubleshooting​

Trigger Not Firing​

Too Many Notifications​

Notifications Not Received​

Score Breakdown Not Showing​

API Access​

List Milestone Triggers​

Create Milestone Trigger​

List Sequence Triggers​

Create Sequence Trigger​

Test a Trigger via API​

Search for a Lead​

Related Features​