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How to use automation with emails?

To set up automation for your email:

In your HubSpot account, navigate to Marketing > Marketing Email.

In the top right, click Create email.

In the dialog box, select Regular.

In the email editor, click the Automation tab.


Under the Choose what happens after your email is sent, select the type of workflow you want to create:

To automatically add contacts who clicked a link in your email to a list, you can start with a preconfigured workflow template that you can customise further. Under Add contacts to a list, click Create this workflow.

To create your own workflow from a blank template, click Create new workflow. In the right slide-in panel, select a workflow trigger.

Screenshot 2024-08-30 at 11.50.39

To add other workflow actions, click the plus icon +.

To edit or delete a workflow, click the Actions dropdown menu 

To change the workflow's name, select Edit Name. In the dialog box, enter a new name, then click Save.

To delete the workflow, select Delete, then click Delete workflow in the dialog box.

You can create additional workflows to trigger from another email engagement event by clicking Add a new workflow.

In the right panel, select a new workflow trigger, then click Save.

To turn on a workflow: 

Next to the workflow's name, click to toggle the switch on.

In the dialog box, click Save and publish.

After publishing your simple workflow, any changes made to the workflow will automatically apply to currently enrolled contacts.