Is it possible to set up a workflow automation with "email received" as trigger?
Desired workflow trigger:
When email received on any deal that is in X status and/or Y pipeline,
do Z
The action could be:
- send notification
- update deal status (eg move automatically to a more active status)
- whatever else
Comments
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Hi Raina!
Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes.0 -
Kreete K said:
Hi Raina!
Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes.That seems like a complicated workaround!
I tried setting up a Zap using deal filters for a different workaround earlier this week and couldn't get it to work properly.
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Kreete K said:
Hi Raina!
Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes.It's not. You can try setting it up with Make/Integromat too. It is a little more complex than Zapier, but more powerful too.
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