How to Get Notified When a Lead Opens an Email

Workflow

July 30, 2024•1 min read

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 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

Add the trigger Email Events, and add the filter Events - Opened.
You can also filter by workflow.

Save

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.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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