How to Automate Emails in HubSpot
HubSpot uses "Workflows" to automate emails based on triggers and actions. Here is a step-by-step tutorial to automate emails in HubSpot:
- Select the event that initiates the email automation (e.g., contact form submission, website visit, lifecycle stage change).
- Go to HubSpot emails and move to the Automation tab.
- Click on the Create a new workflow button.
- Choose a trigger that starts the automation sequence.
- Design your automation by adding actions on the + sign.
- The action could be as simple as sending an email using a link click, which you can do under the Communications column.
- You can also send an automated email using this. (Eg. Thank you mail, Confirmation mail, etc.)
- Click on Review and send
- Toggle the workflow ON to activate automation.
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