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Best CRM Triggers for Follow-Up Email Automation

Six CRM triggers compared—when to use lead-created, meeting-booked, demo, proposal, no-activity, and deal-aging to automate timely follow-up

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CRM Software Spooked By

In the chilling 1978 movie Halloween, Sheriff Leigh Brackett remarks to the teenage babysitter Laurie Strode, “It’s Halloween, everyone’s entitled to one good scare”. Cue the knife-wielding madman. Unlike that classic...