Incoming emails can do more than sit in your inbox waiting for attention. With this CRM feature, you can automatically start a workflow the moment an email arrives, helping you respond faster, organize requests, and make sure opportunities do not get missed.

📌 Why This Matters

For a small business owner, every email could be a new sale, a customer question, a billing issue, or an important document. Instead of checking each message manually and deciding what to do next, your CRM can step in right away. That means you can send emails to the right place, create follow-up tasks, assign conversations, and keep your business moving even when your inbox gets busy.

✨ What’s New

• Workflows can start from incoming emails: As soon as a message lands in your mailbox, your CRM can take action automatically.
• Works for new and existing contacts: This includes first-time emails from brand-new senders as well as messages from people already in your CRM.
• Optional thread control: You can choose to run the workflow only on new conversations so replies in the same thread do not trigger repeated actions.
• Useful filters for better control: Filter by mailbox, sender, CC, subject line, email body, attachments, workflow-related replies, or contact tags.
• Email details can be used in automation: Pull in values like message ID, subject, sender name, sender email, CC list, and full email body for follow-up actions.

🛠️ How to Use It

1. Step 1: Open your CRM workflows and add the inbound email trigger.
2. Step 2: Choose the conditions you want, such as which mailbox received the email, who sent it, whether it includes attachments, or what words appear in the subject or body.
3. Step 3: Decide if the workflow should run only for brand-new email conversations or also for replies in existing threads.
4. Step 4: Add the next actions, such as creating a contact, assigning the message, tagging it, sending a notification, or triggering a reply.
5. Step 5: Test a few common situations like support requests, quote inquiries, or document submissions so you know everything is routed properly.

💡 Pro Tip

Set up separate email-based workflows for sales, support, and billing so every message gets a faster response and more of your inquiries turn into paying customers.