Workflows

How do I select an automated email in my workflow?

Last updated: March 14, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

First, set up an email to be saved for use with workflows (automation), then follow these steps:

  • From your HubSpot Marketing account, navigate to Contacts > Workflows.
  • Click New workflow at the top-right.
  • Give your workflow a name and select your workflow type > click Create workflow.
  • Click the plus sign to add an action > choose Send email from the list of actions > select your automated email > click Save.
  • Use the switch at the top-right of your workflow to turn your workflow ON when you're ready.

 

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