Automating an email process - how to copy someone on every email that goes out?

[SColemanRTR]

Hello! I hope that this all makes sense and that a solution exists.

We are trying to automate a process in which we make a warm client handoff to one of our external partners through an email introduction. We have built out the email template and created a workflow that will send the email to the client being introduced to our partner when a certain field (we'll call it "Warm Handoff") is updated to "yes." However, we need the partner to be CC'ed on every intro email that gets sent to clients. Is there a way to do this within Hubspot?

Also, can this email be a marketing email or does it absolutely have to be a transactional email in order to just go to a specific client as triggered by the workflow?

Thanks!

[Jnix284 · Accepted solution]

Hi @SColemanRTR out of the box, what you're looking for isn't possible - there are two types of external emails you can send with a workflow - marketing or by enrolling in a sequence.

If you send marketing emails, it would use automated emails and only be sent to the contact enrolled (no way to CC) and likewise if you enrolled in a sequence it's still 1:1 email.

I recommend checking out the Partner apps that integrate with HubSpot to see if there is a solution that will help you to better manage your partnership referrals.

Hope this helps, happy to help if you have further questions!