How to Get Notified 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.