In this article, you will learn how to set up your workflow to notify you when a lead opens an email.
Step 1: Create the workflow
Start from scratch by navigating to Automations > Workflows, then clicking on the “+ Create a new Workflow” Button and selecting Start from scratch.
Step 2: Name the Workflow and then add the Email Events Trigger
Add the trigger Email Events, and add the filter Events - Opened.
You can also filter by workflow.
Save
Step 3: Add an action
Click on the “+” symbol to add the action Send Internal Notification
Select the type of notification from the dropdown. In this example, we will be using the email type Internal Notification.
Fill in the details as needed. Below is an example I created using custom values.
Publish and save
Step 4: Test the workflow
Note: The best way to test this workflow will be by opening the email you need your leads to open from a test email address you have created.