How to trigger workflows from email replies in HelloGrowthCRM
Auto-fire actions when a lead replies to an email — move stage, notify Slack, create task, or trigger a journey.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Automation section to browse more guides, compare related tasks, and choose a better starting point.
View all Automation guidesEmail replies are the strongest engagement signal — and they should trigger something. HelloGrowthCRM detects replies and fires workflows.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Email inbox connected with two-way sync
- •Pro tier or above
- •Approved templates if outbound message included
- •10 minutes
- 1
Open Settings → Automation → Reply Triggers
Settings → Automation → Reply Triggers.
- 2
Create a rule
Each rule has trigger, filter, action.
- 3
Pick what counts as reply
Reply to any email, specific journey email, contains keywords, positive sentiment, auto-reply detected.
- 4
Add filter
Lead in stage Prospecting OR Score > 50.
- 5
Pick action
Move stage, Add tag, Notify Slack/WhatsApp, Create task, Exit/enrol journey, Update score.
- 6
Configure auto-reply detection
Skip auto-replies (OOO, vacation). Default ON.
- 7
Test with a real reply
Pick a lead, send test, ask reply. Or Simulate reply.
- 8
Activate
Save & enable. Every reply runs through rules; first match wins.
- 9
Monitor in dashboard
Reports → Automation → Reply triggers. Fires per day.
Frequently asked questions
How does sentiment detection work?▾
Transformer model fine-tuned on sales reply data. Positive/Neutral/Negative/OOO.
Can I trigger different actions based on sentiment?▾
Yes — three rules with different sentiment filters.
Will this work with Outlook reply formatting?▾
Yes — strip Outlook quote-headers before parsing.
Can I trigger on shared inbox replies?▾
Yes — connect via HelloMail.
Are these rules per-pipeline or global?▾
Global by default; filter by pipeline if needed.
Do rules respect lead-routing changes?▾
Yes — if reply re-routes ownership, downstream actions go to new owner.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Automation or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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