Sequences are made up of Triggers and Actions. While setting up a trigger, you'll also select an Action -- the part that happens next, like an email or SMS sent to the customer, or a tag assigned, or a task assigned to a staff member to follow up with this potential new customer.

Here's a list of triggers that relate to leads that you can have Momence "look" for to start a sequence.

New lead record created: This trigger occurs when a new lead is created. You can even filter by specific lead source. After selecting this trigger, you'll see an option to choose the specific lead source from a dropdown menu.

Lead assigned new stage: This trigger looks for when leads move from one stage to another. Leads often go through various stages before arriving at the end goal destination. It can be helpful to nudge them along through a stage with supplemental messaging, or maybe add a tag that gives them a discount based on a new stage they made it to, or even a task assigned to a staff member to follow up with them by phone. When a lead's stage is changed you're in control of what happens next.

Missed call from lead: When a call from a lead is not answered or results in a voicemail.

A missed call can trigger actions like assigning a task to call them back and an automated message that reads 'we're sorry we missed your call...we're currently in class or away from our desk and we'll be in touch as soon as we can.'