Forward positive replies to the account executive's own inbox

When a reply is labeled Interested, Master Inbox forwards it to the AE's main email address with the whole message, for teams whose AEs work from their own inbox.

Routing and assignmentSales leaderFounderTeam plan
When
Add LabelInterested or Meeting request
Then
Forward the emailForward to the AE's address, last message only

Why teams run it

AEs who will not log in to another tool still get every hot lead.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Forward positive replies to the account executive's own inbox.
  3. Set the trigger to Add Label and choose Interested or Meeting request.
  4. Add the action Forward the email: Forward to the AE's address, last message only.
  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": "Forward positive replies to the account executive's own inbox",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "forward_email",
      "forward_email_addresses": [
        "[email protected]"
      ]
    }
  ]
}'

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: "Forward positive replies to the account executive's own inbox". 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

Does forwarding affect response time reports?

Yes. Replies sent from outside Master Inbox are not tracked, so reply in Master Inbox with the AE on CC when you can.

How do I keep warm-up emails from being forwarded?

Add your warm-up tags or subject codes to Exclusions so they never get labeled.

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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