Quick summary
HubSpot email automation lets you create workflow-based sequences that send targeted emails automatically based on contact actions. By setting up triggers and actions inside the Automation tab, you can deliver confirmation emails, thank-you messages, and follow-ups without manual effort.
Steps
- Go to HubSpot emails and navigate to the Automation tab.
- Click the Create a new workflow button to start building your sequence.
- Choose a trigger that will start the automation sequence.
- Design your automation by adding actions using the + sign in the workflow builder.
- Select an action such as sending an email on a link click to define what happens next.
- Find the send email action under the Communications column.
- Configure the automated email to send messages like a thank you mail or confirmation mail.
- Click Review and send to finalize and activate your automation.
