HubSpot Ideas

JackieLalley

Allow transactional email sends using a certain template to trigger workflow actions

Often a sales process includes sending an email with followup information, which the prospect clicks on to move forward with the sale. That represents a deal stage. It would be great if sending the email from within the deal record, using a specific email template, would move the deal to the next pipeline stage. This could be done by adding automation filters based on sending a sales email using a particular email template. So I'd love to see this as a feature!

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