First, set up an email to be saved for use with workflows (automation), then follow these steps:
- In your HubSpot account, navigate to Automation > Workflows.
- Click New workflow at the top-right.
- Give your workflow a name and select your workflow type, then click Create workflow.
- Click the plus (+) icon to add an action. Choose Send email from the list of actions, then select your automated email. Click Save.
- Click Review in the top right corner. Review your workflow settings, then click Activate to turn on your workflow.