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Gmail Sales Extension

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DCrinnion en Abril 02, 2024

Sending an Email Workflow Trigger

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 Leer más

Responder Contacts Integrations Professional Workflows

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karstenkoehler

Miembro del salón de la fama | Partner

Abril 02, 2024 04:18

Hi @DCrinnion , This should do the trick: You can further specify this by adding a filter for "Email subject", for example...Leer más

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JPickham en Marzo 29, 2023

Logging Emails Contact Owner Overriding - Workflow

Hi, We are having an issue involving the logging of emails in our system. This connect between Hubspot and Gmail is working and we are finding all of the data is mapping into the system. The issue lies in how the contact owner is being allocated. Leer más

Responder Connected Email Workflows

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2 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

Marzo 29, 2023 00:53

Hi @JPickham , You can check whether your workflow is overriding a previous value in the Contact owner property by looking at the property h...Leer más

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Personal email connection-- emails do not track