Artificial Intelligence · 1 min read
How to Set Up Contact and Opportunity Triggers for Managed Agents
Managed Agents can run automatically when certain CRM events happen.
Available triggers
| Trigger | Runs the agent when | Filters | | --- | --- | --- | | Contact Created | A new contact is created. | None | | Opportunity Created | A new opportunity is created. | Pipeline, stage | | Opportunity Status Changed | An opportunity's status changes. | Pipeline, stage, status |
Ideas
- Contact Created: research a new lead and draft a welcome message.
- Opportunity Created: prepare a summary for the assigned sales rep.
- Opportunity Status Changed: send a thank-you after a deal is won, or schedule a check-in after a deal is lost.
Add a trigger
- Go to AI Agents > Agent Studio and open the Managed Agent.
- In the Triggers row, click to add a trigger.
- Choose Contact Created, Opportunity Created, or Opportunity Status Changed.
- For opportunity triggers, set the pipeline, stage, and status filters.
- Save, test the agent, and publish.
Triggers only run on the published version of the agent. Use filters so the agent only runs for the records you care about.