Selecting email for basic pipeline workflow
2 weeks ago
I know that automations require HS pro or enterprise. Right now my startup is using the "starter" package.
In Deals, I can select "action/add pipeline automation". Then I can select a pipeline stage and select workflow. This leads to a window with a list of options, some with "lock" icons and some without. The lock obviously means I need to purchase pro or enterprise. However, there are several unlocked options.
One of the unlocked options is to send an external communication.
My issue is that when I select to send an external communications, the form asks me to select an email template. However, there is a note that says that only emails saved for automation can be selected. To save an email for automation requires pro/enterprise.
Is this a trick? Lead me down into this "unlocked" path, but then hit a deadend?
Am I missing something?
Or is this a Hubspots sales tactic to get me here and then hope I'll buy pro/enterprise....
Having a new deal trigger an email to internal and external clients is very basic feature. I find it hard to believe and very dissapointing if this is not included in starter....
Let me know how to create the email I need in starter or that I must buy pro.