Sending an Email Workflow Trigger

[DCrinnion]

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!

[karstenkoehler · Accepted solution]

Hi @DCrinnion,

This should do the trick:

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

Best regards!

[DCrinnion]

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

[karstenkoehler]

@DCrinnion change this dropdown to "Activity" 🙂

[DCrinnion]

Once again @karstenkoehler you have saved my life! 🙂