Go to your Automation hub
Create a new Collect Workflow
Start your workflow by selecting Set a Trigger
Select Collect Based trigger and confirm
Set Enrollment triggers. We recommend selecting Description > Contains
Next add all description keywords related to mergers and acquisitions separated by OR
Here are a few recommended keywords
Acquisition
Acquire
Acquires
Merger
Merges
Now set your automated actions by clicking on + in the workflow
We recommend the following actions:
Tag with M&A and/or News
Pin to a trait = Mergers & Acquisitions
Send external communication ( Email or Integration alert) to any team members who wish to be notified in real-time when this workflow is triggered
