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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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illustration of a modern office, with multiple computers showcasing different CRM interfaces such as analytics, dialling, emailing, under soft ambient lighting

The Fundraising Effectiveness Project’s Q1 2023 report suggests a decline of 3.8% in donors year-over-year. Unfortunately, for nonprofits that require donors to thrive, this is far from ideal. Lower donor participation and retention were key...