Sales Automation

The if-this-then-that engine for outbound.

13 trigger events, 9 actions, and conditions down to a single field value. The moment a prospect opens, replies, visits your pricing page, or accepts a connection, the next step happens by itself.

Empowering 1,000+ sales leaders and representatives to build a stronger sales pipeline.

Horizm logoRSZ logoPhilips Group logoProtecto logoGreytHR logoParallelDots logoVserve logoFission Labs logoInfront logoProgrammers.io logoFutureBridge logo
Horizm logoRSZ logoPhilips Group logoProtecto logoGreytHR logoParallelDots logoVserve logoFission Labs logoInfront logoProgrammers.io logoFutureBridge logo
13
trigger events the engine listens for
9
actions a trigger can take
117
event-action combinations before conditions
8
condition operators, chained together
Recipes

Three triggers that pay for the platform

Every recipe is an event, an optional condition, and an action. These three are live in most customer accounts within the first week.

The hot-lead recipe
Email openedOpen count > 3Create call task

Three opens is interest. The rep gets a call task while the tab is still open.

The website recipe
Website visitedURL contains /pricingAdd to sequence

A pricing-page visit is a raised hand. The follow-up starts itself.

The Slack recipe
Connection request acceptedSlack notification

A rep's LinkedIn connect lands: the channel knows in the moment, not at standup.

The engine

13 events, 9 actions, conditions in between

That is 117 event-action combinations before conditions even enter. If your playbook can be written as a sentence, it can run as a trigger.

13 events
Contact created or updated
Email delivered, opened, clicked
Email replied or bounced
LinkedIn reply received
Connection request accepted
Contact opted out
Call logged
Website visited
Conditions that gate them
Contact fields: title, company, industry, country, stage, tags, owner
Engagement counts: sent, opened, clicked, replied
Sequence membership: active in, completed
Call outcome
Website visit: by URL, by visit count
8 operators, from contains to greater-than
9 actions
Add to a sequence
Complete a sequence
Create a task, complete tasks
Update contact fields
Update stage
Add or remove tags
Send a Slack notification
In the moment

The signal reaches the rep while it is still warm

A reply that waits until tomorrow's dashboard check is a cold reply. Triggers move the follow-up to the moment the signal fires.

  • Slack, configured per rep: choose for each team member which events notify, opened, clicked, or replied, into the channel you pick.
  • Website visits become actions: gate by URL or visit count, then sequence, task, or ping. See the visitor tracker.
  • Opt-outs clean up after themselves: sequences stop and tags update the moment a contact opts out, across every rep.
Triggers firing
priya@northwave.io replied
Posted to #outbound-wins, tagged to Samuel
Pricing page visited · 3rd time
Contact added to the follow-up sequence
Email opened 4 times in an hour
Call task created for the owning rep
Connection request accepted
Slack ping, so the rep messages while it's warm
Call logged · outcome: interested
Stage updated, tagged for the AE handoff
Contact opted out
Every sequence stops, tags cleaned up
In and out

Contacts flow in, activities flow out, on their own

Triggers are the middle of the machine. Automation also covers how contacts arrive and how the record keeps itself honest.

01

CSV imports

Upload with field mapping to 30+ fields. Contacts land tagged and listed, ready for triggers.

02

Sales Navigator import

Paste a search URL and the matching contacts flow in, straight into lists and sequences.

See the extension
03

CRM polling

Salesforce, HubSpot, Pipedrive, and Zoho checked on your schedule. Matching contacts import themselves.

CRM integrations
04

Activity auto-logging

Emails, calls, and tasks log back to the CRM as they happen. Nobody types activity notes at 6pm.

The difference

Dashboard-checking vs event-driven outbound

Salesgear
Manual motion
01When it reacts
The moment the event happens, from the event itself
At the weekly pipeline review, from memory
02Who does the work
Triggers watching 13 event types around the clock
Reps eyeballing dashboards for signals
03Precision
Conditions on fields, counts, sequences, calls, and visits
Blanket rules, or no rules
04Where it tells you
Slack, per rep, per event, in the moment
Another dashboard to check
05The CRM
Activities and stages log themselves
Updated manually, eventually

Triggers run natively with your CRM in sync: Salesforce, HubSpot, Pipedrive, Zoho, and 3,000+ more apps via Zapier.

FAQ

Sales automation with Salesgear, answered

What can Salesgear triggers react to?

13 event types: contact created or updated, email delivered, opened, clicked, replied, or bounced, a LinkedIn reply received, a LinkedIn connection request accepted, a contact opting out, a call logged, and a website visit. Each trigger fires the moment the event happens.

What actions can a trigger take?

9 action types: add to a sequence, complete a sequence, create a task, complete tasks, update contact fields, update the stage, add tags, remove tags, and send a Slack notification. One event can drive the next step without a human in the loop.

Can I add conditions so a trigger only fires for the right contacts?

Yes. Conditions cover contact fields like title, company, industry, and country, engagement counts like opens, clicks, replies, and sends, sequence membership, call outcomes, and website visits by URL or visit count. Operators include equals, not equals, contains, starts with, ends with, greater than, less than, and is set or not set, and conditions chain together.

How do Slack notifications work?

Connect your Slack workspace, pick a channel, and configure per team member which events notify: opened, clicked, or replied, per rep. Triggers can also send Slack notifications as an action, so a hot signal lands in the channel the moment it happens.

Does automation cover getting contacts in and activities out?

Yes. Contacts flow in automatically from CSV imports, Sales Navigator imports, and CRM polling that checks Salesforce, HubSpot, Pipedrive, or Zoho on a schedule you set. Activities flow out the same way: emails, calls, and tasks auto-log to your CRM without a rep typing anything.

Is this the same as Zapier?

They complement each other. Salesgear triggers run natively inside the platform with full access to sequence, contact, and engagement context. Zapier extends the same events to 3,000+ external apps when the action you need lives outside Salesgear.

Write your first recipe in a minute

Pick an event, add a condition, choose an action. The next hot signal handles itself. Free account, no credit card.

Get started for free