topic Re: Workflow for follow up in Sales Hub Tools

Workflow for follow up

TChappell5 — Wed, 15 May 2024 13:51:42 GMT

Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a workflow, but not how to say "if NOT opened after 5 days" add this Task. Thanks!

Re: Workflow for follow up

karstenkoehler — Wed, 15 May 2024 14:04:45 GMT

Hi @TChappell5,

This is easiest done using workflow goals. You would simply enroll contacts when the email was sent, then add a delay for 5 days, then add the task.

Additionally, you would set up a workflow goal for "Recent sales email open date is less than 1 day ago". https://knowledge.hubspot.com/workflows/use-goals-in-contact-based-workflows

A sales email open would remove the contact from the workflow immediately, meaning they wouldn't see the delay through to the end and to the task creation.

Best regards!

Re: Workflow for follow up

AToutant — Mon, 27 May 2024 17:48:59 GMT

can this be done for sequences also? if someone clicked on a link in a sequence that went to a document link, or a webpage blog, for example, can we get an automatic list of people who did this - or a task created to follow up?