Automatic Email Reply to Email recipients

Smart CRM & Sales Hub Sales Hub Tools
1

I want to create a workflow for a specific type of automatic email reply. So, I get intro’d to a client from another individual, let’s call him John. I want to automatically reply to the client with an email template I’ve created. How do I do that?

Essentially, when I create a contact enrollment trigger, is there a way to enroll any contact who is involved in an Email from John? That contact will then get a reply using the email template.

I am also CC’d on each of those emails, so does that have any effect

I can’t seem to find a way, thanks.

2

Hi @ABhatt3,

I’m wondering if an automatic email is the right way to go in this situation. Here’s my thinking:

  • An automated marketing email from a workflow would inevitably have a manage preferences or unsubscribe link. Additionally, as an email sent through a connected sending domain, it’s more prone to delivery issues and it will not thread with the original email, as marketing emails cannot thread.
  • If you’re going with a sales email, that would require a Sales Hub Enterprise subscription and the email would again not thread.
  • With both approaches, there is the risk that the recipient and the copied recipients aren’t maintained well which could lead to any automation misreading the intended recipient. There’s a high risk of addressing the wrong person.

With that in mind, I would probably create a template that you send manually, as opposed to looking into automation. I’ve seen approaches like this backfire many times, unfortunately: Create and send message templates

Best regards!

3

@karstenkoehler Thanks for your response.
However, it’s fine if it doesn’t thread. I want it to get automated since there are many emails, and having to go in and manually send each and every one would be time-consuming.
Would there be a workflow that works?

4

@ABhatt3 I can’t think of anything that wouldn’t come with the risk of emails sent to the wrong person. Yes, you can set this up by connecting your inbox as a conversations teams channel, then trigger a contact based workflow off an associated conversation and then send an automated email - but HubSpot wouldn’t know who the right recipient of that email should be. I don’t think this can be set up in a reliable way.

5

@karstenkoehler How would I rigger a contact based workflow off an associated conversation? I need help with doing that. Would I have to create a workflow trigger based on “When an event occurs” or “when filter criteria is met”