How to Get Notified When a Lead Opens an Email

Here is a recipe for how 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.

https://lh5.googleusercontent.com/UBCWcKhWc5i52CmqFW-3p3HuT8xSdfeUwVFg94Hrf8vJ3MCHhmlIfSUdzmlz1wQDhOcyO7BMpIUht_4LPRipoa6TObIwVHXMkliFkqBHItt5VeIL1YLTvHXLSjdpE4itHJFKHqy7dnso4i6fPSYn0iYlh5.googleusercontent.com

Step 2: Name the Workflow and then add the Email Events Trigger

https://lh6.googleusercontent.com/AdSfmz_xh0pstzvS7wTDpTT2A0HlH8i6AsMyXDAu9rMlsxZJaFE_OZrQqrCHaF43gIpMe_7rsbWI95KKZSjg3R04gyg2NLPC66XyAuqgEuEydvOPE1APIwIZwlo2Dy4h3U0ZvNi83l9fFBqBFlYlB9wlh6.googleusercontent.com

Step 3: Add a filter

https://lh3.googleusercontent.com/Ke5a1z2pf4QFuT5OjySfPQOBo0zQgzpHe-ORSXCxpC_UWruZgZFRZC0Dzra98GEitfFOc6M2DY8NPu8btXv7f9T4nSVKhPrNTp-8olBiqw59CvmL3UjRs3-HYPW3XVRdQlwuEVlEZgXMEiQbf5KCXpElh3.googleusercontent.com

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

https://lh4.googleusercontent.com/2qe7sh-ZM39FfGFhCbq4eQJMgS7SaoW828pvUwSbA3uD92XIfZuns59e9mT1wdWUC9xYnnqJRPLVnDSKfICpUGk-LcCikdsoupxI6LVJt5_pSqICAg6y0K2HD0qkRN0y7ndLd58eouf9fY7Vwj38wBwlh4.googleusercontent.com

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

https://lh4.googleusercontent.com/fLVCVCbDDW9ambmXx9qwUKumgqipKpmxXn_QlcL5Lc-t52V0C4VZRNF_qTHjSGQz3dZO9fai4RJt1RO0xFsBM_V6S-mxgLcTS5c7VRsv1LynRbc4pIlX3kQRqS55XjBO74Wv9IqfXuiExcHlULaPzaUlh4.googleusercontent.com

Step 6:

Select the Send Internal Notification Act

https://lh4.googleusercontent.com/c1LvkuFFKVhwznQuPVvZ_eb4jCNyqWt1QsS0qXN0XVhF1hmwPPSBGM0xa_C-2cjbdMdCTZXXHNTAHTbg1ZqwQeEF9jLpwYCqZKucgHrYAKq5O_FTQlGsRMMYtUljglEs2-aQGydIB9EDANOX7zytoN8lh4.googleusercontent.com

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

https://lh6.googleusercontent.com/y_b_7Fbvn6YXYJWkdL7XkCo5hkI6-UOPOeuNqKYPqKsiBkQrUDLnaOCUd_M7k3uI1l1drzKQe7yOAQh_4F16POj_MbBq4xlNO0BE7gJv6jqWwdsQRVcv2zLV7XXtpURTAEy-u_os0fwGZBwM4vW9Cr8lh6.googleusercontent.com

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

https://lh5.googleusercontent.com/sNp2BOfD-vt3TaI7NNcHuYGSxJkkqnEkNiJOMNiIwrAalBof9mDMqKl2nFy0ZYJPS30q5ybt6v7aywqNSvRq7kjDLwND8oxF-slx-JEpswzTFAoAVDkazhaZUaNKzHKxyHIGLKCc3HYRFSzuCTCfAqQlh5.googleusercontent.com

Step 9: Publish and save the workflow

https://lh4.googleusercontent.com/YCoQE-4Ftub-4HlpMqwx5-NTRN6UFj9fZeEaRx3WZwghDtte_6cz3nvsMHvdlqbEAs_eei5AfXUsp0rzSG9Q42frLwHknEHfClv9bkQ6WpgPE_7uRrvdBoI7rtlI6cBZ_bNjikFY3k9rOIPsrzNP0AIlh4.googleusercontent.com

Step 10: Test the workflow