Pipeline item event trigger (CRM)

Learn how to configure the Pipeline item event trigger entry trigger and control which contacts can enter your journey.

What we'll cover

1 Concepts

The Pipeline item event trigger starts contacts when a configured CRM pipeline item event occurs from a connected integration.

Use this trigger when the entry point for your journey should be based on this event type instead of a manual add or a different trigger source.

Note: This trigger is an entry trigger. It is placed at the top of the journey, and it controls how contacts begin the journey flow.

Here are the steps:

Open the journey, and click Add.
Add a New entry trigger.
Select Pipeline item event trigger.
Enter a clear trigger Name.
Configure the trigger Settings for the event or conditions you want to use.
Set Apply to which contacts to All contacts or Only contacts that meet criteria.
Click Save.

Pro-tip: Use a trigger name that describes the business purpose, such as Start after form submit or Start on renewal date.

Most trigger editors include a Settings section and an Apply to which contacts section.

In Settings, choose the event details, source, or timing rules that should start the journey for this trigger.

In Apply to which contacts, choose whether the trigger applies to All contacts or only a filtered group.

All contacts is best when every qualifying event should start the journey
Only contacts that meet criteria is best when you want to limit entry to a specific segment

Note: Trigger settings control when the trigger can fire, but journey Settings still control whether the contact is allowed to enter again.

Use cases and business examples

New Pipeline Item Follow-Up: Start automated outreach when a pipeline item is created.
Stage-Change Automation: Trigger a sequence when an item moves stages.
Sales Coordination: Notify teams and update contacts from CRM pipeline activity.

Common issues to check

Verify the trigger Settings are pointing to the correct event, source, or timing rule
Confirm the contact meets any Apply to which contacts criteria
Review journey Settings to see whether the journey allows re-entry
Make sure the journey is started

Warning: If you are troubleshooting a live journey, test changes with a small internal segment before applying them broadly.

The list of pipelines comes from your integration in real-time. If you don't see the pipeline you're looking for, check security within your integration for the user used to link the integration and Tarvent together.
When triggering a journey from a pipeline item, the task "Update pipeline item" will allow you update just the pipeline item that triggered the contact starting on the journey.
Yes, this trigger listens to events that originate in your integration, not in Tarvent.

What does the Pipeline item event trigger listen for?

It starts contacts when a configured CRM pipeline item event occurs from a connected integration.

Can I limit which contacts are allowed to enter?

Yes. Use Apply to which contacts to choose All contacts or Only contacts that meet criteria.

Why did a contact not enter this trigger?

Check the trigger Settings, the contact data or event details, the Apply to which contacts criteria, and the journey Settings.

Can contacts enter this trigger more than once?

Yes, if the journey Settings allow multiple runs. If the journey is set to Run once per contact, repeat entry may be blocked.

If you need help configuring journey triggers, contact support. We’re happy to help!