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ABhatt3
Membre

Creating workflow for when new contact is created

Résolue

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?

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating workflow for when new contact is created

Résolue

Hi @ABhatt3,

 

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

 

192E6F2F-F7E3-4C8D-BD70-254D8AA18728.jpeg

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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ABhatt3
Membre

Creating workflow for when new contact is created

Résolue

Perfect, thanks!

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ABhatt3
Membre

Creating workflow for when new contact is created

Résolue

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

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating workflow for when new contact is created

Résolue

@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

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Creating workflow for when new contact is created

Résolue

Hi @ABhatt3,

 

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

 

192E6F2F-F7E3-4C8D-BD70-254D8AA18728.jpeg

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

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.