Tickets & Conversations

anjeho
Contributor

Workflow trigger based on recipient?

We handle inquiries from two distinct customer groups, each with their own designated support email address. For the sake of streamlined operations, we prefer to avoid utilizing separate inboxes and pipelines. Can HubSpot workflows be initiated based on the recipient email address rather than the contact email address? For example, if a contact emails Company A's support address, trigger workflow A; if they email Company B's support address, trigger workflow B. I've explored the contact- and conversation-based trigger filters but none of them seemed right.

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2 Replies 2
PamCotton
Community Manager
Community Manager

Workflow trigger based on recipient?

Hey @anjeho, thank you for posting here!

If the emails are being created in our conversation inbox you can create a workflow that is based in "inbox x" or "inbox y" and you can use workflow branches (more information here). Something based on matching filter criteria (If/then): manually configure multiple branches based on properties, activities, and more depending on the workflow type. You can configure this type of branch using AND and OR criteria to further filter enrolled records. Example uses include:

  • Branching enrolled contacts that have filled out a form.
  • Branching enrolled companies that are based in Boston AND have greater than three open deals.

I want to invite our top experts to this conversation @Jnix284@franksteiner79 , @LaurenKennedy any recommendation to @anjeho workflow?

 

Thank you,

Pam

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Jnix284
Thought Leader | Diamond Partner
Thought Leader | Diamond Partner

Workflow trigger based on recipient?

Happy to help @PamCotton 

 

Hi @anjeho,There aren't filter criteria based on email recipient that can trigger workflows, what actions do you want to trigger when the emails are received?

 

You mentioned not wanting separate inboxes or pipelines, it would help to have a little more context to see if there's another solution that will work.

 


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
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