Gmail Sales Extension

DCrinnion
Contributor

Sending an Email Workflow Trigger

SOLVE

Hi!

 

I am trying to create a workflow where the trigger is when we one of our sales team sends them an email (tracked via the Gmail Sales Integration) we set their contact status to Approached etc. However after some research I got told that the Email Sent/Email delivered triggers on workflows are purely marketing? Could I please ask if anyone knows what I need to set as a trigger for when we send the contact an email please.

 

Thank you!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sending an Email Workflow Trigger

SOLVE

Hi @DCrinnion,

 

This should do the trick:

 

karstenkoehler_0-1712045881855.png

 

 

You can further specify this by adding a filter for "Email subject", for example.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sending an Email Workflow Trigger

SOLVE

Hi @DCrinnion,

 

This should do the trick:

 

karstenkoehler_0-1712045881855.png

 

 

You can further specify this by adding a filter for "Email subject", for example.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DCrinnion
Contributor

Sending an Email Workflow Trigger

SOLVE

Hey @karstenkoehler ! Thank you so so much! Apologies am I being dumb, where is the Contact associated to, in the workflow trigger?

DCrinnion_0-1712046349781.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Sending an Email Workflow Trigger

SOLVE

@DCrinnion change this dropdown to "Activity" 🙂

 

karstenkoehler_1-1712046636128.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
DCrinnion
Contributor

Sending an Email Workflow Trigger

SOLVE

Once again @karstenkoehler you have saved my life! 🙂 

0 Upvotes