Currently, the "Create Automation" functionality does not trigger when an outbound email is sent. The only automation that is currently active in this scenario is "Update Automation." This limits the ability to initiate new workflows or trigger specific actions based on outbound communication, which is a critical use case for many sales, marketing, and customer success processes.
Requested Enhancement:
Enable the "Create Automation" feature to also run when an outbound email is sent. This would allow users to:
-
Automatically create new tasks, opportunities, or follow-ups when an email is sent to a lead or contact.
-
Initiate onboarding or engagement sequences triggered by the first outbound contact.
-
Start custom workflows that depend on email outreach activity.
Benefits:
-
Improved automation consistency across inbound and outbound communication.
-
Enhanced workflow flexibility and time savings for users.
-
Better alignment with common sales and outreach use cases.
This functionality is essential for ensuring outbound communication can serve as a powerful trigger point in user-defined automation flows.


