Send automated emails in workflows

You can use workflows to send automated emails to contacts. For example, you could set up a workflow to send a welcome email to contacts who fill out a form. 
If you have a Marketing Hub Enterprise subscription, you can also create custom tokens to use data from your workflows in your automated emails.

Understand limitations and considerations

• If you insert deal or ticket personalization tokens into an automated email, the email can only be used in deal or ticket workflows respectively. Contact and company personalization tokens can be used in any workflow type.
• If you edit your automated email after it's been published, any changes to graymail suppression settings will not be applied.

Create automated emails

You can create automated emails from the workflow editor or the marketing email tool. To create an automated email from the workflow editor: 

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click the name of an existing workflow, or create a new workflow.
3. In the workflow editor, click the add add icon to add a workflow action.
4. In the left panel, click to expand the Communications section, then select Send email. 
5. Click the Automated email dropdown menu and select Create new email. 

6. On the template selection screen, hover over a template and click Choose template. 
7. In the email editor, edit and set up your email. 
8. In the top right, click Review and publish. 
9. In the right panel, review and resolve any issues with the email, then click Publish. 

Review automated email authentication

To ensure that your emails are delivered to recipients, it's recommended to send automated emails using an email sending domain. Any emails not sent using an email sending domain will be sent from a domain managed by HubSpot.

To view a list of automated emails not being sent from email sending domains: 

1. In your HubSpot account, navigate to Marketing > Email.
2. In the top right, click the Email tools dropdown menu and select Check automated email sending domain status.
3. To connect the domain used in a from address, click Connect domain and connect the email sending domain.
4. To change the from address used in the email:
   • Click Change address. 
   • In the email editor, click the Inbox tab. 
   • Click the From address and select an email address that uses a connected email sending domain. 
   • In the top right, click Review and publish. 
   • In the right panel, review and resolve any issues with the email, then click Publish.