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