CRM

ploklue
Participant

Create task when a sales email gets opened multiple times

SOLVE

 

I am trying to set a workflow so that whenever I send a sales email, and it gets opened more than 3 times, Hubspot creates a task to email that contact.

 

I know this is possible for marketing emails but want to do it for sales emails. 

 

Does anyone know if this is possible or has anyone tried something similar?

1 Accepted solution
TiphaineCuisset
Solution
Community Manager
Community Manager

Create task when a sales email gets opened multiple times

SOLVE

Hi @ploklue 

 

Thank you for posting in the Community. 

 

This is not possible with HubSpot at this stage to create a task automatically when a sales email has been opened more than 3 times, because this information is not stored in a property. 

 

I want to share with you however this post that gives a workaround for the number of sales emails openings for a contact (in total) but also this idea  in our Ideas Forum that you can upvote. This is where our Product Team regularly reviews new ideas and engages with customers for their feedback. 

Hope that helps

Have a lovely day

Tiphaine


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0 Upvotes
4 Replies 4
FraserMurphy
Participant

Create task when a sales email gets opened multiple times

SOLVE

@TiphaineCuisset @support 

The "idea" for the workaround post seems to have been removed. Can you please reupload it? 

https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Count-Sales-Emails-openings-for-a-contac...

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Create task when a sales email gets opened multiple times

SOLVE

Hi @FraserMurphy 

 

Sorry about that, you should now be able to access it!

 

Thank you

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
TiphaineCuisset
Solution
Community Manager
Community Manager

Create task when a sales email gets opened multiple times

SOLVE

Hi @ploklue 

 

Thank you for posting in the Community. 

 

This is not possible with HubSpot at this stage to create a task automatically when a sales email has been opened more than 3 times, because this information is not stored in a property. 

 

I want to share with you however this post that gives a workaround for the number of sales emails openings for a contact (in total) but also this idea  in our Ideas Forum that you can upvote. This is where our Product Team regularly reviews new ideas and engages with customers for their feedback. 

Hope that helps

Have a lovely day

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
ploklue
Participant

Create task when a sales email gets opened multiple times

SOLVE

Thank you Tiphaine!

0 Upvotes