Email a sales leader every positive reply, one thread per lead

Each positive reply is emailed to the sales leader with the prospect, company, reply and a View conversation link. Notifications for the same lead stay in one email thread, so the inbox reads like a lead feed.

AlertsSales leaderFounderTeam plan
When
Add LabelInterested, Meeting request or Information request
Then
Send an email notificationSend to the sales leader with the prospect, company, reply text and thread link

Why teams run it

Leaders who live in email see pipeline being created without logging in to another tool.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Email a sales leader every positive reply, one thread per lead.
  3. Set the trigger to Add Label and choose Interested, Meeting request or Information request.
  4. Add the action Send an email notification: Send to the sales leader with the prospect, company, reply text and thread link.
  5. Save the workflow and switch it to Active.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Email a sales leader every positive reply, one thread per lead",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "email_notify",
      "email_to": [
        "[email protected]"
      ],
      "email_subject": "New reply needs you",
      "email_body": "<p>{{name ?? A lead}} replied:</p><p>{{message}}</p><p><a href=\"{{thread_url}}\">Open the conversation</a></p>"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Email a sales leader every positive reply, one thread per lead". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Will my inbox fill with separate emails?

No. Notification emails are threaded per lead, so every update on the same prospect lands in one thread.

Can I hide the Master Inbox branding?

Yes. The email notification has toggles to hide the logo and the View conversation button.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Team plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

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