Hi there,
I’d like to automatically update the Lead Status from ‘Attempting’ to ‘Open’ when a contact replies to an outbound sales email for the first time. I originally created a workflow with an event trigger of ‘Replied to Email’ and it didn’t work. I feel like it should be simple but all of the workflows I’ve tried don’t seem to work.
Additionally, is there a way I can get around the status change when the email reply is an auto-reply (like an OOO email etc)?
Thanks!
Hi @spl24,
You can use the contact property ‘Recent sales email replied date’ for this workflow. When it is known (or: less than 7 days ago, for example), use the ‘Set property value’ workflow action to update the lead status.
Recent sales email replied date: the date of the last time that the contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.
Regarding the status change from an out of office email, as far as I know, HubSpot attempts to ignore those. The success rate is not 100%, of course, depending on how the subject line of the ooo is phrased.
Best regards!
Awesome, thank you!