Creating workflow for when new contact is created

[ABhatt3]

I'm creating a workflow, where every time a NEW contact is created it sends an INTERNAL email to one team member. I know this will probably send hundreds of emails per week, but we want to track these contacts and their information every time a new one is inputted.

I've been playing around with workflows, but can't find an option to send an INTERNAL email to the team. Is there a way to do this?

[ABhatt3]

Perfect, thanks!

[ABhatt3]

Thank you! So would I have to create an Automation sequence first not a workflow? I'm not sure where to find that "Send Internal email notification" image you've sent

[karstenkoehler]

@ABhatt3 when you create a workflow and click the + sign below the enrollment box, the left sidebar should open and that's where you should find it.

https://knowledge.hubspot.com/workflows/create-workflows#add-actions

[karstenkoehler · Accepted solution]

Hi @ABhatt3,

The workflow action your looking for is "Send internal email notification":

The workflow would trigger when "Create date is known", only enroll contacts that meet the trigger after the workflow is turned on.

Best regards!

[JeanLLM]

Hello @karstenkoehler @ABhatt3  , what would be the trigger if I want to run the workflow whenever a new contact is created? Is it the same solution as discussed here - https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/Workflow-when-New-Contact-is-Created/m... Thank you!

[karstenkoehler]

@JeanLLM "Create date is known" will work. If you only want to enroll new contacts, consider limiting it to "Create date is less than 1 day ago".

[JeanLLM]

That was quick! 😊Thank very much @karstenkoehler for your help!