Suggestion for Workflow automation after Email template is sent

Hello, 

It would be great to see if we can add a workflow template that allows an upate to the deal or create an activity after an email template has been sent.

 

for example If I sent an email with a 'Quote' from my templates to a business, This creates an activity to follow up with them in X amount of time and also moves the deal to the 'Quote sent' part of my pipeline

 

Thanks

Darren

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  • Arthur_70084
    Arthur_70084 Posts: 74
    edited March 11 #2

    Hey @Darren Skeats 

    I'm arthur an automation expert and Integromat partner. 

    I would love to get in touch with you about this. I've already created a such thing.

    If you're interested, you can reach me here :