Track Clicks and Trigger Workflows with Trigger Links

A trigger link is a trackable URL you send to a contact — by email, SMS, or WhatsApp — that does two things: it logs on the contact's record whenever they click it, and it can automatically kick off a workflow or campaign the moment they do.

What you can do with them

  • See exactly which contacts clicked a given link, and when.
  • Automatically start a workflow the moment someone clicks — for example, tagging a lead as "interested" and starting a follow-up sequence.
  • Insert dynamic custom values into the link itself, so the destination can reflect details specific to the contact, company, or location.
  • Use the same trigger link across email, SMS, and WhatsApp messages.

Working with the trigger links list

  • A built-in custom-value picker lets you insert dynamic values into a link without typing any code by hand.
  • Columns can be resized and the list density adjusted to fit how much information you want to see at once.
  • The page loads quickly, and your current search, filters, and view settings are preserved in a sharable URL — handy if you want to send a teammate directly to the same filtered list.

Why this is useful

Trigger links turn a plain hyperlink into a piece of real engagement data and an automation starting point at the same time — instead of just sending a link and hoping someone clicks it, you know exactly who did and can react instantly.

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