Sales Email

KLallemont
Contributor

Email Template being sent triggering workflow

Is there a way to have an email template that is sent be the trigger in a workflow? 

My goal is that when a template with the contract is sent to a contact, it will automatically create an associated deal with the name of the contract and place it in the Deal stage as Contract sent. 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Email Template being sent triggering workflow

Hi @KLallemont,

 

It's not possible to filter for templates directly but you can use an email subject line as a trigger. In a workflow, you would enroll based on filter criteria, then use the drop-down to switch to "Activity" filters and in there, you can specify an activity date less than 1 day ago and an email subject containing a phrase or keyword from your quote emails.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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