Hi - I’m trying to set up an email that is sent to the contact owner and includes CTAs that allow them to update the lead status automatically. So for example, if the contact owner clicks the nurture button, it would trigger the contact’s lead status to update to nurture. If they click an active button, the status would update to active. This would save the sales team time because they could just click a button in the email instead of going into Hubspot to change the status manually. Thanks, Danny
Hi @dannysaba ,
Check out the below workflow we created for you. In contact-based wf, set trigger as Marketing Emails and select email name and then with if/then branch, set respective property values:
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Hi - thanks for your response. From my understanding of what Hubspot said this will only work if the email is sent to the lead and not the contact owner. I did try to set up a workflow like you mentioned and tested it but when I clicked the CTA in the email, on one occassion it did trigger the workflow but then didn’t recognize the CTA click in the if/then branch and it went to ‘None met’ branch. On the second try it didn’t trigger the workflow at all. Appreciate your help finding a solution.
Hi @dannysaba,
The issue with CTA clicks is – as you already noticed – that they aren’t reliable for internal contacts. Workflows are still executed around the enrolled contact, not the recipient of internal emails.
As a workaround (close to what you’re looking for but not perfect), you could include a link in that email that goes straight to the editing field of “Status - USE THIS ONE”. Navigate to any contact record, click View all properties in the left sidebar and type “Status - USE THIS ONE” in the search bar. Your browser URL should look like this: https://app.hubspot.com/contacts/YOURPORTALID/contact/CONTACTID/properties?search=Status%20-%20USE%20THIS%20ONE
This HubSpot link always follows the same syntax and you can use it in internal email notifications as well. Simply replace the CONTACTID part with a personalization token for the contact property “Contact ID”. When the email is sent, HubSpot will generate the link that goes straight to this field. (Users would still have to type in or select the option and hit save.)
If you have workflows, I’d recommend potentially approaching this from another angle. In some cases, you can deduct from activity properties on the contact record, which status that contact might be in. For example, if there is a last contacted date value and your “Status - USE THIS ONE” is empty, you could set it to an active value.
Let me know if you have any follow-up questions!
Thanks so much for taking the time to reply and clarify in more detail the issue here.
I read and actioned your advice and it worked like a charm.
Really effective solution as a workaround - much appreciated.
And great point about using a workflow to to set the status based on activity properties. Will definitley be exploring that further!
I went ahead and marked your response as the solution to my question so you get the recognition you deserve.
Thanks again for your help!
Glad to hear, @dannysaba, have a wonderful day!