How to Get Notified When a Lead Opens an Email

In this article, you will learn how to set up your workflow to notify you when a lead opens an email.

Step 1: Create the workflow 

• Start from scratch by navigating to Automation on the left > Workflows at the top, then clicking on the “+ Create Workflow” 
• Select Start from scratch.

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

• Add the trigger Email Events
• Add the filter ‘Event’ and select ‘Opened’.
• You can also filter by workflow.

• Save Trigger

Step 3: Add an action 

• Click on the “+” symbol to add the action Send Internal Notification

• Select the type of notification from the dropdown. In this example, we will be using the email type Internal Notification.

• Fill in the details as needed. Below is an example I created using custom values.

• Publish and save 

Step 4: Test the workflow

Note: The best way to test this workflow will be by opening the email you need your leads to open from a test email address you have created.

FAQ

Q1: Can I set up notifications for other email events besides opened emails?
Yes, you can set up notifications for other email events by adjusting the filter in the Email Events trigger. Available options include events like clicked, delivered, and bounced emails.

Q2: How do I customize the internal notification details?
When setting up the Send Internal Notification action, you can customize the notification by using custom values to include specific details such as the lead’s name, email, or the subject of the opened email.

Q3: Can I receive notifications through channels other than email?
Yes, you can choose different types of internal notifications such as SMS, Slack, or push notifications, depending on the available integrations in your system.

Q4: How can I test if my workflow is working correctly?
To test the workflow, send the target email to a test email address you own, open the email, and check if the internal notification is triggered and received as expected.