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
Navigate to Automations > Workflows then clicking on the “+ Create a new Workflow” Button and select 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 to, using custom values from the Right Now and Contact categories. Save the Action
