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Inbound Email Trigger for Workflows

Start a workflow automatically when an inbound email is received in your mailbox.

Who This Is For / When to Use

Use this trigger when you want to:

  • Capture and respond to inbound emails automatically

  • Route emails to the correct team (sales, support, billing)

  • Create or update contacts from new senders

  • Trigger follow-ups, assignments, or internal notifications

  • Process attachments or email-based requests instantly

What the Inbound Email Trigger Does

The Inbound Email trigger starts a workflow when a new email is received in a connected mailbox.

It supports:

  • New senders (not yet in your CRM)

  • Existing contacts

  • Replies within existing threads (optional)

This allows workflows to act immediately when an email arrives.

How the Trigger Works

  1. An inbound email is received in your mailbox

  2. The trigger evaluates filters (if configured)

  3. If conditions match, the workflow starts

  4. Actions run (e.g., create contact, assign user, send reply)

How to Add the Inbound Email Trigger

  1. Go to Automations → Workflows

  2. Click Create Workflow or open an existing workflow

  3. Click Add Trigger

  4. Search and select Inbound Email

  5. Configure filters (optional but recommended)

  6. Click Save Trigger

  7. Add workflow actions

Available Filters

Use filters to control when the trigger fires.

Email Sent To / Mailbox

Matches the receiving mailbox (e.g., sales@, support@).

From

Matches the sender’s email address.

CC

Matches recipients included in CC.

Subject

Matches text in the subject line.

Body (Plain Text)

Matches content inside the email body.

Has Attachments

Triggers only when attachments are present.

Replied to Workflow

Matches emails that are replies to messages sent by a workflow.

Contact Tag

Filters based on whether the contact has or does not have a tag.

Advanced Setting: New Conversations Only

Enable Trigger only for new email conversations to:

  • Fire only on first inbound message

  • Ignore replies in existing threads

Use this to prevent repeated workflow execution on ongoing conversations.

Custom Values Available

Use these values in workflow actions (emails, SMS, notes, etc.):

  • {{message_id}} — Unique email message ID

  • {{subject}} — Email subject line

  • {{body_plain}} — Plain-text email body

  • {{inboundEmail.bodyFullPlain}} — Full body including thread history

  • {{from.email}} — Sender email address

  • {{from.name}} — Sender name

  • {{cc}} — CC recipients

Common Use Cases

Inbox Routing

Route emails based on mailbox:

  • sales@ → sales workflow

  • support@ → support workflow

Subject-Based Assignment

Route emails containing keywords like:

  • “refund”

  • “pricing”

  • “support”

Attachment Processing

Trigger workflows only when attachments are included (e.g., forms, documents).

First-Touch Auto Response

Use email content to send contextual replies automatically.

Common Issues and Fixes

Trigger not firing

  • Verify the mailbox is connected correctly

  • Check that filters are not too restrictive

Trigger firing multiple times

  • Enable Trigger only for new email conversations

Emails not captured from new senders

  • Ensure you are using a supported email setup (see limitations below)

Limitations and Requirements

  • Full cold inbound email capture is supported only for:

    • LC Email dedicated domains

    • Mailgun dedicated domains

  • Not fully supported for:

    • Gmail two-way sync

    • Outlook two-way sync

    • Shared domains or other SMTP setups

  • Each account should use its own dedicated email subdomain

    • Reusing domains across multiple accounts may cause routing issues

FAQ

Does this trigger work for new contacts?

Yes. It captures emails from senders not yet in your CRM and can create contacts automatically.

Can it trigger on replies to existing threads?

Yes. You can allow replies to trigger workflows, or restrict it to new conversations only.

What’s the difference between Inbound Email and Customer Replied?

Inbound Email captures all incoming emails. Customer Replied is specifically for replies to outgoing messages. Both can run simultaneously.

Can I filter emails by content or keywords?

Yes. Use Subject or Body filters to match specific words or phrases.

Can I trigger workflows only when attachments are included?

Yes. Use the Has Attachments filter to restrict execution.

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