count of emails received in a deal

[ENadeem]

hi, how can i count number of emails received in a deal , how to count number of emails received for a deal in a deal-based workflow? 

[karstenkoehler · Accepted solution]

Hi @ENadeem,

There aren't any out of the box featuers for this at the moment, you would have to leverage custom code and the Engagements API.

In a deal-based workflow, you would enroll deals when the 'Number of sales activities' changes, then use a custom code workflow action (available in Operations Hub Professional or Enterprise) to check the count of emails, then save this value to a number property via 'Edit record'.

There is unfortunately neither a default property nor a way to trigger a workflow with each email send.

Best regards!