Agentic demo automation is here.
Meet Lily
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free

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:

  1. Select the event that initiates the email automation (e.g., contact form submission, website visit, lifecycle stage change).
  2. Go to HubSpot emails and move to the Automation tab.
  3. Click on the Create a new workflow button.
  4. Choose a trigger that starts the automation sequence.
  5. Design your automation by adding actions on the + sign.
  6. The action could be as simple as sending an email using a link click, which you can do under the Communications column.
  7. You can also send an automated email using this. (Eg. Thank you mail, Confirmation mail, etc.)
  8. Click on Review and send
  9. Toggle the workflow ON to activate automation.
Similar Articles

How to Integrate HubSpot With Front

How to Integrate HubSpot With Formstack

How to Integrate HubSpot With FreshBooks

Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Build Killer Demos in 2 Minutes
Chrome Extension Icon
Try our Chrome extension
DOWNLOAD

Desktop app for macOS
DOWNLOAD
Backed by
Y combinator
AICPA SOC
GDPR
Products
Guided DemosSandbox DemosDemo Hub
Featured
Account RevealPersonalizationIntegrations
Solutions
EnterpriseGrowth & Demand
MarketingProduct MarketingSalesPresales
Resources
BlogTutorialsHelp DocsWhat’s NewDemo DundiesPlaybooks
Company
CareersPricingPartnersContactTrust CenterDemo Abuse
Customers
Demo ShowcaseCase Studies
Built in San Francisco Bay Area - ©2025 Storylane
Backed by
Y combinator
AICPA SOC
GDPR
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it