Contact workflow email reply trigger not working

Smart CRM & Sales Hub Sales Email
1

Hi, I am a sales pro user of Hubspot and I am attempting to create a workflow which does the following :
Move the deal to the next step in the pipeline when a reply is received.

Currently, we send out Outbound emails to prospective clients and create deals related to these contacts and emails in our Outbound Pipeline.

Our outbound messages are sent manually via GMail with the Hubspot GMail extension (we have low volume and our outbound emails are tailored to the individuals).

I’ve built the following workflow, which works if I enroll a contact manually. Therefore I know the trigger is the issue as contacts are not being enrolled automatically.

Update Deal Stage to Reply Received.png
Update Deal Stage to Reply Received.png1480×3838 309 KB

Would anyone know how to make sure the reply is detected by the workflow? I even tried sending out an email within Hubspot and it still didn’t work…

The workflow is published and ON

The email is logged in the deal/contact
The contact’s lifecycle is set properly.

I’m really wondering what I’m doing wrong…

2

Hi @CNollet

I might be wrong but I am 99% sure the “replied to email” trigger is for replies to marketing emails and not sales emails, I recommend double-checking the definitions of event triggers.

I am also wondering what it is you are selling and what your overall setup is. Moving deals and having contacts with a lifecycle stage of lead seems off/unusual - but I’m aware I don’t have the full context…

Frank

3

Hi @franksteiner79

Thank you for your reply. Where could I “double-check” the definition of event triggers? Would you have the link to the documentation?

Your explanation makes a lot of sense. Would you know how I could automate a workflow similar to the one above without marketing emails?

Thanks!

4

Hey @CNollet ! This Knowledge Base article may help :blush: