How to set up your workflow to notify you when a lead opens an email.
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
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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
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Add the trigger Email Events, and add the filter Events - Opened.
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You can also filter by workflow.
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Save
Step 3: Add an action
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Click on the “+” symbol to add the action Send Internal Notification
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Select the type of notification from the dropdown. In this example, we will be using the email type Internal Notification.
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Fill in the details as needed. Below is an example I created using custom values.
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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.