Create automated emails to use in workflows

Last updated: February 3, 2019

Applies to:

Marketing Hub Professional, Enterprise

To send a marketing email in contact-basedcompany-based, deal-based, ticket-based, or quote-based workflows, 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.
Once the automated email is published, it will be available for selection in the Send email action in workflows.