Hi!
I have a list of contacts which are logged in our email. When someone replies to my email I want them to automatically appear as the first stage in “Deals”. How do I do this?
Hi @IHemmingsson,
This would require a Professional subscription and access to workflows: Create workflows
You could use the Recent sales email replied date, and enroll contacts into a contact-based workflow when this property’s value is known.
You would then use the Create record workflow action to create a deal in your desired stage.
Without a Professional subscription, this is not possible
Let me know if you have any follow-up questions!