Allow workflows to trigger when marketing emails are opened or clicked at least X times.

[SPolczman]

Hello everyone,

At the moment, HubSpot automations around marketing email engagement feel quite limited. As far as I can see, workflows can only be triggered by whether a marketing email was opened or a link was clicked “any number of times”, without the ability to define more granular conditions.

This creates a gap for lead qualification use cases. For example, opening a marketing email once might not be enough to qualify someone as an MQL, while opening the same (or multiple) emails several times could clearly indicate stronger intent. Being able to set a minimum number of opens or clicks as a workflow trigger would make lead scoring and handoff to sales much more accurate.

Additionally, it would be extremely valuable if workflows could capture which specific marketing email the contact engaged with and pass that information into downstream actions, such as including the email name or ID in a sales task, lead notification, or CRM property. This context would help sales teams understand what exactly sparked the engagement.

In short:

• Allow workflow triggers based on minimum open/click counts
• Enable extraction of the specific engaged marketing email within workflows

This would significantly improve marketing-to-sales alignment and intent-based automation.

Would love to see this considered!

[SLoreto]

Really great idea!

[PhilWeidner]

I have users with a similar request and I think I found a workaround for this that seems to be working so far.

I have one a workflow that triggers based on contacts opening one of two emails

I added a delay based on an event" and the event of “opened marketing email” I though it may already know that the email was opened, but it actually delays until the “next” time the email is opened. I just added multiple events like this for the amount of “opens” we want to see before taking an action. Not ideal if you want to wait until more than a few “opens”, but works for lower numbers. I do see a few anamalies with this, but seems to work.

[mikeadan]

I think you can pass the “Email Name” into the Task that’s triggered from the workflow.

[[# Email Name]] comes up as {{ enrollment_events.enrollment_event_4_666440.hs_email_campaign_group_id }}

So when/if HubSpot can enable ability to use “Any Number” or “X Number” of times, I think you should be good to go!