topic Re: How to keep a count in Sales Email

How to keep a count

CDP2023 — Mon, 29 Jul 2024 11:45:34 GMT

Hi!

I wanted to know whether it would be possible to have a workflow which could enroll contacts when they would have been sent a sales/1-1 email (not a marketing email specifically)?

I spoke with Hubspot support and they mentioned these conditions:

But I can see if the user decides to open the same sales email twice then it is going to get enrolled again which could cause duplicates in out count.
The end goal what we need is to keep a count of how many sales email have been sent to a contact from a aparticular agent.

Does any one have any idea with respect to this?

Regards,

CDP

Re: How to keep a count

karstenkoehler — Mon, 29 Jul 2024 12:48:30 GMT

Hi @CDP2023,

There is currently no way to do this via workflow, without custom development based on the HubSpot API, either via a custom code workflow action or a standalone application.

The reason why this is not possible via workflow is that re-enrollment based on sales emails sends is not possible. Neither do activity-based workflows exist which could trigger with each new activity. There are workarounds using re-enrollment based list membership but these limit re-enrollment to one time per day – making a counter inaccurate.

At the moment, this cannot be done out of the box.

Best regards!

Re: How to keep a count

CDP2023 — Mon, 29 Jul 2024 14:38:55 GMT

@karstenkoehler Thanks for you response!
How do you see this to be done with using custom_code?
is there an api in Hubspot which gives only the sales emails or how do you envision this?

Regards,

CDP

Re: How to keep a count

karstenkoehler — Mon, 29 Jul 2024 14:42:51 GMT

@CDP2023 I'm not a developer but I'd start by looking at the engagements API endpoint. An application could check whether engagements are sent emails and increase a property value.