Create automated emails to use in workflows

Last updated: November 27, 2018

Applies to:

Marketing Hub
Professional, Enterprise

To send an email in a workflow, you must create and save the email for automation.

  • In your HubSpot account, navigate to Marketing > Email.
  • In the upper right, click Create new email.
  • Select a template.
  • In the dialog box, enter an Email name and click Create email.
  • After composing and setting up the email, click the Recipients tab.
  • Under Select recipients, select Save for automation.

  • In the upper right, click Next and review your email settings.
  • In the upper right, click Save for automation to publish the automated email.
After the automated email is published, it'll be available for use in the workflows tool.