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Create email-based workflows

Last updated: February 26, 2026

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Create email-based workflows to trigger automations based on one-to-one sales email triggers. For example, you may want to trigger a notification if your email has been opened a certain number of times.

Please note: the information in this article is confidential and intended for participants in the Email workflows beta only. Please do not publicly share any information outlined here.

  1. In your HubSpot account, navigate to Automation > Workflows. 
  2. In the upper right, click Create workflow > From scratch.
  3. In the left panel, click Skip trigger and choose eligible records at the bottom. 
  4. Search for and select Email. 
  5. In the top right, click Save and continue.
  6. Continue setting up your workflow.


 
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