Adding a scheduled email to a workflow

Marketing & Content Lists, Lead Scoring & Workflows
1

I would like to add a scheduled email to a workflow so I don’t have to remember to do it after the email has been sent. Hubspot does not allow you to add an email that has not been sent to a workflow (why, I do not know) - Anyone have a workaround/hack to achieve this?

2

Hi @jtroia,

I’m not aware of any ways to reference a scheduled email in workflows. Here are some ways you could work around this:

  • Convert the scheduled email into an automated email and include it in a regular workflow. Pro: It’s all in one place. Con: You can’t schedule it. *
  • Convert the scheduled email into an automated email and create a date-centered workflow. Pro: It’s all in one place and you can somehwat schedule it. Con: Might limit your later workflow actions.

* HubSpot is currently rolling out scheduled workflows, not available yet across all portals but should arrive shortly. This would be, I think, the cleanest solution.

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Hope this helps!

3

Thanks. Anyway to prioritize the Jersey Strong portal for getting this
feature?

4

Hi @jtroia, I don’t work for HubSpot :wink: I’d recommend reaching out to your customer success manager and ask about this beta. Best regards!

5

The solution offered here is really just a sticky plaster to amend our way of working to the system. I was directed to this forum as a space for requesting changes to the system. Allowing for emails that are scheduled to be used in workflows feels like it should be an easy option.