I have a workflow that is triggered on a contact being set to a custom stage A. If Stage A is set, and any email is sent to this contact, I want them to move to Stage B. But when I create my workflow, i have no option under Activity (Associated Object) to choose Email Sent or something? Any help? Thanks
Hi @MConnelly3,
Are you referring to sales emails or marketing emails?
Sales emails would be under “Activity (Associated object)” and you’d specify the type:
Marketing emails are under “Cotnact (Associated Object)”, when selected, scroll down to find “Marketing emails”.
Best regards
sales - but under activity I do not see “email sent to a contact” (which FYI I do see when I do reports). My workaround was contact associated to “any activity” and “has all of: email send status is any of Sent” - i havent tested yet
@MConnelly3 “Email sent to contact” is an “Activity type” under “Activity”.
@MConnelly3 please search for “Activity type” instead.
you are the best - thanks so much
confused - we dont have marketing - just sales - am i in the wrong place?
i might be multiple posting - we do not have marketing hub - just sales. So I am confused now
@MConnelly3 in your last screenshot, where you typed in “email sent”, just type in “activity type” instead; once selected you’ll have the option “email sent to contact”. It is an option under “Activity type” which is an activity property like “Email send status”. This is all under “Activity (associated object)”.