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Lists, Lead Scoring & Workflows

Sgram
Contributor

How to Automate Email Intent Handling in Nurture Workflow

SOLVE

Hi HubSpot Community,

 

I’m trying to create a workflow for an email nurture campaign. The challenge I’m facing is handling replies automatically based on their intent:

  • Positive Intent: If someone replies positively (e.g., "Interested" or "Tell me more"), the lead should be assigned to a sales rep for follow-up.
  • Negative Intent: If the reply is negative (e.g., "Not interested"), the contact should be automatically unenrolled from the workflow.

Is there a way in HubSpot to detect email intent automatically and route the replies accordingly? If not, are there any alternative approaches or integrations that can help?

 

Looking forward to your suggestions!

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1 Accepted solution
KadyJWhite
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How to Automate Email Intent Handling in Nurture Workflow

SOLVE

How are you tracking the intent responses? 

 

If you're tracking them on a property, you should be able to branch your workflow based on whether they're a positive or negative responder. 

 

Maybe rather than a reply, have them click a button/link that indicates their response and branch from there? Or, create a property and update it based on their reply for branching logic? 

Kady White
HubSpot Success Manager
Salted Stone, Elite HubSpot Partner
kady.white@saltedstone.com

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3 Replies 3
KadyJWhite
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

How to Automate Email Intent Handling in Nurture Workflow

SOLVE

How are you tracking the intent responses? 

 

If you're tracking them on a property, you should be able to branch your workflow based on whether they're a positive or negative responder. 

 

Maybe rather than a reply, have them click a button/link that indicates their response and branch from there? Or, create a property and update it based on their reply for branching logic? 

Kady White
HubSpot Success Manager
Salted Stone, Elite HubSpot Partner
kady.white@saltedstone.com
0 Upvotes
kennedyp
Community Manager
Community Manager

How to Automate Email Intent Handling in Nurture Workflow

SOLVE

Hi @Sgram! Welcome to the Community-- happy to have you here 😊

 

As far as I know, there is no automatic detection of intent with HubSpot emails. That said, you can filter emails based on keywords in the body, but you'd have to define those keywords yourself. 

I also found this idea with similar intent but with clicks: Counter triggers for emails to show buying intent 

This could maybe help brainstorm some alternative intent scoring options! 

I'd like to invite @Gaurav_Aggarwal to contribute any workarounds they have! Any advice for measuring intent in email replies? 

 

Best,

Kennedy


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Anonymous
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How to Automate Email Intent Handling in Nurture Workflow

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