Follow-up Email

[JasonWei]

Hi everyone,

I am trying to set up an automated follow-up email that gets sent after someone submits an application through our form. I know this is supported when using Saleshub or higher-tier plans, but we are currently not using Saleshub or the Enterprise version.

Is there any workaround or alternative method that would allow me to trigger a follow-up email using only the standard features, or with a simple integration, without needing to upgrade?

Any guidance or suggestions would be greatly appreciated. Thanks!

[karstenkoehler · Accepted solution]

Hi @JasonWei,

Just to avoid confusion: automated emails are available in Marketing Hub Professional or Enterprise.

Simple automation is available even in the free CRM: https://knowledge.hubspot.com/forms/form-automations#create-a-simple-workflow-in-the-form-editor

Best regards!

[karstenkoehler · Accepted solution]

@JasonWei that's correct - if you want sales emails, that requires Sales Hub Professional: https://knowledge.hubspot.com/sequences/enroll-contacts-in-a-sequence#automate-your-sequence-enrollm...

You can't work around that in lower tiers, unfortunately, unless you're open to building your own application based on the HubSpot API.

[JasonWei]

For new applications, I’ll set the Contact Owner in the workflow and inform the contact owner when someone submits. After that, HubSpot will automatically send the acknowledgment email from contact owner's connected Gmail. It is possible with a free version?

[JasonWei]

But you mentioned that simple automation is available even in the free CRM:

https://knowledge.hubspot.com/forms/form-automations#create-a-simple-workflow-in-the-form-editor. Does that mean I still need Sales Hub Professional to access more advanced features, or is the free CRM enough for basic automation?

[karstenkoehler · Accepted solution]

@JasonWei simple automation refers to marketing emails only. Automated sales email sending of any kind is part of the sequences tool which is only available in Sales Hub Proefessional. You would have to set up your follow-up email as an (unstyled) marketing email.

Best regards

[Jaycee_Lewis]

Thanks for the answer and detailed follow-ups, @karstenkoehler 🙌 — Jaycee

[karstenkoehler · Accepted solution]

Hi @JasonWei,

Just to avoid confusion: automated emails are available in Marketing Hub Professional or Enterprise.

Simple automation is available even in the free CRM: https://knowledge.hubspot.com/forms/form-automations#create-a-simple-workflow-in-the-form-editor

Best regards!

[JasonWei]

Thanks for you kind explanation. But in "send an email" action, I have to select the email, but only marketing emails available.

[karstenkoehler · Accepted solution]

@JasonWei that's correct - if you want sales emails, that requires Sales Hub Professional: https://knowledge.hubspot.com/sequences/enroll-contacts-in-a-sequence#automate-your-sequence-enrollm...

You can't work around that in lower tiers, unfortunately, unless you're open to building your own application based on the HubSpot API.