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How Trig Works

Trig connects your CRM and product data to build a complete picture of every customer’s journey. By tracking progression through stages, Trig establishes what “normal” looks like and spots customers who are ahead or behind.

Observe

Track customer progression through stages with objectives that define healthy behaviour

Detect

Signals automatically surface customers who need attention before problems compound

Intervene

Jobs deliver timely, contextual outreach to move customers toward success

Measure

Track completion rates and intervention impact to continuously improve

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Get Started

Quickstart Guide

Get launched in Trig with our step-by-step setup guide

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Core Concepts

Trig is built around a set of interconnected objects that work together to power your customer success operations.

People & Organisations

The foundational entities that represent your customers

Stages

Define the phases of your customer journey

Objectives

Track milestones within each stage

Behaviours

Capture milestone moments in customer activity

Cohorts

Reusable audience segments for targeting

Jobs

Orchestrate interventions to drive customer success

Actions

Execute interventions via email, Slack, and webhooks

Signals

Proactive alerts when customers need attention

Attributes

The data points that describe your customers

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The Trig Platform

Trig Platform Objects 1

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Why Trig?

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Close the gap between insight and action

Most customer success tools tell you what’s happening. Trig helps you do something about it. The insight that “47 customers haven’t completed onboarding” becomes actionable when you can immediately target them with a relevant message.

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Timely, contextual intervention

The closer an intervention arrives to the moment of need, the more effective it is. Trig jobs trigger based on real-time criteria, collapsing the gap between “customer needs help” and “customer receives help.”

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One configuration, multiple value drivers

Without stages, every analysis requires separate data work. With Trig’s unified configuration, pattern discovery, early warning, automated interventions, and impact measurement all become possible on a shared foundation.