Create email open engagement note on contact record
Create email open engagement note on contact record
Your email open events aren't logged to contact records, leaving reps without engagement context. Add timestamped notes to contacts so follow-ups happen within hours.
Overview
When a prospect opens your email, that intent must be visible on their record — otherwise outreach windows slip. This flow writes a timestamped engagement note to the contact within minutes so your reps or property managers can follow up the same day.