Automation: trigger when email arrives.
With one my clients, I'm trying to solve this problem. This is the workflow:
- when ad email arrives, the operator create manually contact and deal
I want that: when second email arrives (from the same contact), I have to move the deal to another stage.
I've created a workflow based on:
- trigger = deal updated
- condition = deal email count = 1
But it doesn't work :-( Any suggestions?
(later I will share this project in this community!)