HubSpot Ideas

LucasM

Allow attaching an email template to a task to send an email

When creating a sales sequence, it is possible to create a step that allows a user to schedule a task to send an email. When setting up this task, there is an option to select an email template to use. This option, however, does not exist when configuring a task that is created from a workflow. 

 

Sales Sequence Email TaskSales Sequence Email Task  Workflow email taskWorkflow email task

 

This little feature would streamline the process of creating an email when you have a ticketing pipeline for a client fulfillment process such as onboarding. 

8 Replies
AndreaBalducci
Participant

+1

JGaeng
Participant

+1

EAnlacan
Member

+1

ZPlatten
Member

+1

SSpoerl
Member

I agree, this is needed, if the functionality exists for sequences, it should be an easy add to allow this function in workflows.

DataFlikGuy1
Member

1000% this is a need. It would be great for us to build a task workflow that automatically uses a specific email template depending on the task, queue, etc... please build this! 🙂

KAnton
Participant

Absolutely a vital function and needs to be implemented. 

ANisch
Member

+4322