How to Get Notified When a Lead Opens an Email

Here is a recipe to notify yourself when a contact opens an email.

Step 1: Create a workflow and 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

 

Step 3: Add a filter

 

Step 4: Select the Event Field and Opened from the dropdown and save

 

Step 5: Add an action by clicking on the “+” symbol

 

Step 6: Select the Send Internal Notification Act

 

Step 7: Select the type of notification from the dropdown. In this example, we will be using the email type

 

Step 8: Fill out the Action as desired. In this example, we select the Particular User Type to send using custom values from the Right Now and Contact categories. Save the Action

Step 9: Publish and save the workflow

 

Step 10: Test the workflow