How do I select an automated email in my workflow?

Last updated: May 15, 2018

Applies to:

Marketing Hub
Professional, Enterprise

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.