If you use your CRM’s client portal to share files, courses, or member-only content, it’s helpful to know when someone logs in. This update makes that easier by allowing portal logins to trigger workflows and by keeping related portal triggers organized in one clear section.

📌 Why This Matters

When a customer logs into your client portal, that action can signal real interest and intent. You might want to send a welcome message, notify your team, track engagement, or kick off the next step in your customer journey. Before, login activity from the newer portal experience was not always easy to use in workflows, and related triggers were harder to find because they were split across different categories. Now, portal login activity works more consistently and portal-related triggers are grouped together, making automation simpler to manage.

✨ What’s New

• Portal logins can trigger workflows: Successful logins from the client portal now activate the User login trigger, including the newer portal experience as well as older membership logins.
• No setup changes for existing workflows: If you already use the User login trigger, it will continue working and will also respond to client portal logins automatically.
• Client Portal triggers are grouped together: Portal-related triggers now appear in a dedicated Client Portal category, making them easier to locate.
• Clearer trigger descriptions: The helper text now explains that the User login trigger covers both older membership logins and the newer client portal experience.

🛠️ How to Use It

1. Step 1: Open your CRM’s workflow builder.
2. Step 2: Click to add a trigger and search for User login.
3. Step 3: Select it from the Client Portal category.
4. Step 4: Save your workflow so it can run whenever someone logs into the client portal.
5. Step 5: If you already use this trigger, check your follow-up steps and make sure they still match the experience you want customers to have after login.

💡 Pro Tip

Use a client portal login to trigger a timely follow-up, like a reminder about the next service step or an offer tied to what the customer is accessing, so interest turns into action faster.