How To Trigger Automations After Contacts Message

Set automations for customer replies via messaging platforms to trigger specific actions.

1. Create New Automation

In the automations section, create a new automation.

2. Set the Trigger

Set the trigger to “Customer replied” for the automation to begin.

3. Add Filter

Add a filter specifying the platform, such as Instagram DMs, Email, Messenger, or others.

4. Choose Platform

Select the channel where the customer replied, like Instagram DMs or SMS.

5. Allow Re-entry (Optional)

Toggle "Allow Re-entry" on or off. If off, it triggers only the first time a contact messages.

6. Add Additional Filters

Optionally, add a filter for an exact phrase match or contains phrase.

7. Choose the Keyword

Specify the keyword or phrase that will trigger the automation.

8. Decide on Re-entry

If you want repeated triggers based on the same keyword, enable “Allow Re-entry."

9. Set the Outcome

Define the desired action, such as replying with a DM, moving the contact to a pipeline stage, or starting a follow-up sequence.

10. Build the Sequence

Customize the rest of the automation workflow to suit your needs.