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How to Get Notified When a Lead Opens an Email
Use BizStackPro workflows to send internal notifications the moment a lead opens one of your emails—so you can follow up while engagement is high.
Following Up Faster Instead of Missing the Moment Someone Shows Interest
Lead engagement opportunities can disappear quickly when businesses do not know when contacts actively interact with important emails or show buying intent.
BizStackPro workflows can monitor email engagement events and trigger internal notifications automatically so sales teams or support staff know when leads open important messages.
Without engagement tracking and timely alerts, businesses may miss ideal follow-up timing, respond too late, or overlook highly interested leads who were actively interacting with communication.
This guide explains how to configure Email Events triggers, create internal notifications, filter email activity intelligently, and improve follow-up timing inside BizStackPro workflows.
Before building engagement notifications, it helps to understand how Email Events triggers, workflow filters, internal notifications, custom values, and notification delivery channels work together inside BizStackPro.
What This Workflow Does
This setup listens for email engagement events and alerts you internally whenever a contact opens an email. You can send alerts to yourself or your team using the notification channel you prefer.
- Monitors email open events automatically
- Sends internal alerts when a lead opens an email
- Helps sales/support follow up at the right time
- Can be filtered to specific emails, workflows, or campaigns to reduce noise
Step-by-Step: Get Notified on Email Opens
Step 1: Create a New Workflow
- Go to Automation → Workflows.
- Click Create Workflow.
- Select Start from scratch.
Step 2: Add the Email Events Trigger
- Add the Email Events trigger.
- Set the event type to Opened.
- Optionally filter by a specific email, workflow, or campaign.
- Save the trigger.
Tip: If you don’t add filters, you may get alerts for every open across your account. Filtering by a specific campaign/workflow helps reduce notification noise.
Step 3: Add a Send Internal Notification Action
- Add an action: Send Internal Notification.
- Select the delivery channel (email, SMS, Slack, push) based on your setup.
- Customize the message using custom values.
- Save the action.
Example message:
{{contact.first_name}} {{contact.last_name}} just opened your email. Contact: {{contact.email}} / {{contact.phone}}
Step 4: Publish and Test
- Click Save.
- Switch the workflow from Draft to Published.
- Send the email to a test inbox you control.
- Open the email and confirm the internal notification is received.
Heads up: Email “opens” can be affected by privacy features in some inboxes. If your test results seem inconsistent, try testing with more than one mailbox/provider.
Optimization Tips
- Review Execution Logs if notifications don’t fire.
- Add filters so you only get alerts for high-intent emails.
- Include key details in the notification (name, email, phone, pipeline stage).
Frequently Asked Questions
Can I get notified for email events other than opens?
Yes. You can configure the Email Events trigger to notify you about clicks, deliveries, bounces, and other email events.
How do I customize the internal notification message?
Use custom values in the Send Internal Notification action to include contact details and relevant info.
What notification channels are supported?
Internal notifications can be sent via email, SMS, Slack, or push notifications depending on your integrations.
How do I properly test this workflow?
Send the email to a test inbox you control, open the email, and confirm the internal notification is received.
Follow up while engagement is high
Instant internal alerts help you respond faster—especially when a lead is actively reading your emails. Pair open notifications with click notifications for even stronger intent signals.
Faster response. Better conversions.
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