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      Cold Email Lead Action Workflow

      Learn about what happens when a cold email gets a reply!

      Updated: May 27, 2025

       

      We've created a Cold Email Lead Action workflow in your account for you!

      This can be located by navigating to Automations > Cold Email Lead Action

      Cold Email Lead Action 1

      The Cold Email Lead Action workflow activates when a contact is tagged with "Cold Email" and has a non-empty Cold Email Sentiment. Following this, the contact's email response is recorded in the Notes section for easy reference.

      The workflow subsequently generates a task for the contact's Assigned User. If desired, you can include an "Assign to User" step in the workflow, allowing you to designate this specific workflow and its associated contacts to a particular user.

      Additionally, the workflow generates an Opportunity within the "New Lead" stage of the Sales Pipeline, with the source of this Opportunity designated as "Cold Email." Furthermore, an internal email notification is dispatched to the assigned user to keep them informed of the new activity!