We have outlook integration, and we want to automate based on emails sent directly to customers and prospects from outlook but tracked through the Hubspot Sales extension.
Here’s the Hubspot Workflow we want to create.
Email Sent to Contact
Wait Three Days
Has the email been opened? – IF yes THEN End
IF No – Create a Task for the Sender to follow-up.
Our problem is there is no Sales Email Sent trigger only clicked or opened. And we don’t want to use Marketing Emails
Any ideas would be most welcome.
Hi @JBracken8,
HubSpot has a dedicated tool for this, sequences: Create and edit sequences
In a sequence, you could define multiple steps, such as 1. send email, 2. delay, 3. create task. Contacts will complete all steps unless they unenroll before, for example because of a reply: https://knowledge.hubspot.com/sequences/unenroll-from-sequence?hubs_content=knowledge.hubspot.com/sequences/create-and-edit-sequences&hubs_content-cta=unenroll
This is not taking into consideration email opens, yes, but I would be very hesitant to build any process around email opens in 2025 as email open tracking is simply not reliable. Email clients can pre-load emails for a faster experience, check emails for dangerous contents or recipients might simply accidentally open an email when managing their inbox. All of these might look like an open but not actually constitute any interest.
Best regards