1.Monitors open and click events
Integrate Mailgun and email tracking tools to detect new open or click events and capture recipient signals.
Log email opens, notify sales channel, create CRM note
Automatically monitor email open and click events across Mailgun and sales and CRM tools. Create and update CRM notes, filter qualifying tags, and notify your sales channelβso you can act on engagement without manual follow-up.
How this automation accelerates sales follow-up
When email engagement stays unlogged, reps lose context and follow-up slows. This automation monitors new open or click events and filters tags, finds the right contact, logs a CRM note, and notifies the sales channelβso your team can respond faster.
Mailgunor swap with your favorite app
2.Filters qualifying tag values
Integrate Filter by Zapier and automation rules to continue only for configured email tag values.
Filter by Zapieror swap with your favorite app
3.Finds contact by recipient email
Integrate HubSpot and CRM contact search to look up the contact using the recipient email and stop if missing.
HubSpotor swap with your favorite app
4.Finds employee record by owner id
Integrate Zapier Tables and employee directory tools to map owner identifier to the right employee row.
Zapier Tablesor swap with your favorite app
5.Creates engagement note for contact
Integrate HubSpot and CRM engagement tools to create a contact engagement note and associate it to the found contact.
6.Sends sales channel message
Integrate Slack and sales notifications to post a contextual alert and mention the owner when resolved.
Slackor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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