I am trying to set a workflow so that whenever I send a sales email, and it gets opened more than 3 times, Hubspot creates a task to email that contact.
I know this is possible for marketing emails but want to do it for sales emails.
Does anyone know if this is possible or has anyone tried something similar?
Hi @ploklue
Thank you for posting in the Community.
This is not possible with HubSpot at this stage to create a task automatically when a sales email has been opened more than 3 times, because this information is not stored in a property.
I want to share with you however this post that gives a workaround for the number of sales emails openings for a contact (in total) but also this idea in our Ideas Forum that you can upvote. This is where our Product Team regularly reviews new ideas and engages with customers for their feedback.
Hope that helps
Have a lovely day
Tiphaine
Thank you Tiphaine!
The “idea” for the workaround post seems to have been removed. Can you please reupload it?