Tips, Tricks & Best Practices

GPinder
Member

Workflow automation after specific email sent and a property changes

SOLVE

Hello all

 

I'm looking for a bit of help. I'm wanting to set up automation that recognises a property change after a specific marketing email has been sent, which will in turn create them into a deal. 

 

I know how to do the last part, just not how to filter down the change in propert after my specific email has been sent. 

 

Any recommendations or points in the right direction would be much appreciated. 

 

Thanks in advance!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow automation after specific email sent and a property changes

SOLVE

Hi @GPinder,

 

You would have to set up a custom date property that is set to the current date by a workflow right when/after the email is sent.

 

Once you have this date property, you can check whether it is before or after date properties or simply specify that is must be in the past (is more than 0 days ago).

 

Without a date property (or without custom development / code), this cannot be done.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow automation after specific email sent and a property changes

SOLVE

Hi @GPinder,

 

You would have to set up a custom date property that is set to the current date by a workflow right when/after the email is sent.

 

Once you have this date property, you can check whether it is before or after date properties or simply specify that is must be in the past (is more than 0 days ago).

 

Without a date property (or without custom development / code), this cannot be done.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes