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.
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
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