Every inbound email is a potential lead, support request, or deal moving forward, so responding to them fast is key to ensuring customer satisfaction. The Inbound Email trigger captures emails the moment they land, including first-touch messages from people who aren't in your CRM yet, allowing you to route and respond to inquiries automatically without manual sorting. 

Setting Your Trigger

Head to the Workflows tab inside the Automation section and create a new build.

Click “Add New Trigger” and select Inbound Email.

Filters

The “Email sent to / Mailbox” filter lets you specify which mailbox to include or exclude from the workflow.

Use the “Has attachments” filter to include or exclude only emails with attachments.

The From filter helps you specify the sender email you want to include. If you want to include only emails from a specific email address, select the operator equals. To include or exclude entire domains, select Contains or Does not contain.

The CC filter helps you specify which email addresses should be included or excluded for the trigger to start.

To specify which text the Subject should contain. Use the Subject filter, then select an operator and enter the text.

To specify which text the email's body should contain. Use the Body (plain text) filter, then select an operator and enter the text.

If you want to limit the trigger to responses to other email actions, use the “Replied to Workflow” filter.

The Contact tag filter allows you to include or exclude email addresses associated with contacts with a specific tag.

In advanced settings, you can toggle the Trigger only for new email conversations to exclude replies to existing email threads.

Once happy with your filters, click Save Trigger.

Now, you can start a workflow whenever an inbound email is received in your mailbox. This covers cold emails from brand-new senders, warm emails from existing contacts, and, if you allow it, replies inside existing threads. Helping you automate lead capture, routing, support intake, and follow-up from the moment an email arrives.