topic Re: Email Triggers in Tips, Tricks & Best Practices

Email Triggers

SGallagher5 — Fri, 07 Feb 2025 15:30:55 GMT

Hi,

I am trying to trigger a workflow that will fire when an email is received but only from a contact that has an assoicated deal.

Is this possible?

Thanks

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 15:48:29 GMT

Hi @SGallagher5,

Yes, this could look like this:

Best regards!

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 15:55:54 GMT

ah ok, so I've set the workflow like this, do I still need this bit? Or just what you have created? Ideally I would like to specify the deal pipeline

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 15:58:15 GMT

@SGallagher5 what you have set up will trigger only once. I assume you want enrollment to repeat if new emails are coming in? If so, you would need the exact setup I shared. You could add additional filters for the deal pipeline to it.

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 16:01:27 GMT

Ok thanks, makes sense. Would you be able to share a screenshot of where to find 'recent sales remail replied date'? I am pretty new to hubspot so still working my way around workflows

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 16:07:11 GMT

@SGallagher5 this is under Contact properties, but limited to Sales Hub Professional and Enterprise subscriptions, if I recall correctly. Without one, I'm not aware of how to set this up, unfortunately.

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 16:10:44 GMT

got it thanks.

SO this should work:

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 16:15:46 GMT

This is great thank you. I have found it. I am trying to put the email body into an Airtable record.

I've got to here but am unsure if this is now possible?

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 16:17:24 GMT

@SGallagher5 correct. It will trigger for any reply to an email that you sent, not for new incoming emails.

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 16:18:20 GMT

@SGallagher5 I'm afraid that's now how this works. The email body is not stored in a contact property. This would require a custom coded workflow action, as far as I know.

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 16:26:01 GMT

Ah shame. So there wouldn't be any other way to to sync emails assicated to deals to airtable?

Thanks for the help getting this far

Re: Email Triggers

karstenkoehler — Fri, 07 Feb 2025 16:34:14 GMT

@SGallagher5 I'm not the most familiar with Airtable – there could be additional integration settings. But from a workflow, without custom code, I don't see a way.

Re: Email Triggers

SGallagher5 — Fri, 07 Feb 2025 16:35:52 GMT

ok thanks

Re: Email Triggers

SGallagher5 — Fri, 07 Mar 2025 19:43:26 GMT

Hi, I just wanted to pick this back up again and ask if it would be possible to forward the email to a new email address for this?

Thansk