Log email tracking

[SMomo]

I am creating a workflow where all leads in Stage A will automatically move to Stage B if they have interacted with any emails sent to them. Additionally, we need to log emails for certain leads and track this email logging within the same workflow. Any suggestions?

[karstenkoehler]

Hi @SMomo,

Could you rephrase your request? Workflows don't log emails, they don't track anything either – they're essentially tools to execute on if/then statements. If X happens, then do Y.

While you can report on workflows, workflow actions themselves don't track anything.

If sales reps log emails, you can use these activity association default settings to make sure they end up on all relevant records: https://knowledge.hubspot.com/object-settings/configure-automatic-activity-associations

Best regards

[SMomo]

Well, yes, it is an if-else condition. I have attached an image for that. My question is whether emails are logged, and will it still be able to recognise the conditions? 

[karstenkoehler]

@SMomo do you want the condition to evaluate as true for a logged email or for a clicked email?

[SMomo]

Yes, please. Is it possible?

[karstenkoehler]

@SMomo could you re-read my message or answer in a bit more detail, it's an OR question – which of the two? Or both?

[SMomo]

For a logged email. Basically, if any email is logged for that lead, it should enter a branch in the workflow.

[karstenkoehler · Accepted solution]

@SMomo a filter for "Lead is associated to Any email: And associated email has all of: Activity date is known" would do the trick 🙂