Sales Email

SDay29
Member

Sales email template in workflow?

SOLVE

Hello,

 

I'd love to be able to send a sales email template within an automated workflow, rather than a marketing email. It doesn't appear that there is a way to do this? Has anyone identified any workarounds to achieving this?

 

Thank you!

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sales email template in workflow?

SOLVE

Hi @SDay29,

 

Sales email templates cannot be sent directly from workflows, as you already found.

 

The only way to send sales emails from workflows is by creating a sequence that contains a template, then enrolling a contact in a sequence using a workflow. https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-using-workflows

 

(This is a Sales and Service Hub Enterprise feature only, it cannot be done in Professional subscriptions.)

 

If you don't have these subscriptions, the next best thing would be creating a plain-text marketing email template in the drag and drop email editor, making it look as if it was a plain sales email: https://knowledge.hubspot.com/marketing-email/create-marketing-emails-in-the-drag-and-drop-email-edi...

 

This can then be sent as an automated email: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

 

Besides that, there aren't any workarounds natively in HubSpot. The sending of sales email templates can only be automated when you're an Enterprise customer.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Sales email template in workflow?

SOLVE

Hey @SDay29 

you can either use sequences

or use plain text templates for your marketing emails

and personalize the owner's firm so that they seem a sales email.

IF you are specifically thinking on choosing an sales template from the email marketing section, this is not possible. 

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Sales email template in workflow?

SOLVE

Hey @SDay29 

you can either use sequences

or use plain text templates for your marketing emails

and personalize the owner's firm so that they seem a sales email.

IF you are specifically thinking on choosing an sales template from the email marketing section, this is not possible. 

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
SDay29
Member

Sales email template in workflow?

SOLVE

Thank you!!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sales email template in workflow?

SOLVE

Hi @SDay29,

 

Sales email templates cannot be sent directly from workflows, as you already found.

 

The only way to send sales emails from workflows is by creating a sequence that contains a template, then enrolling a contact in a sequence using a workflow. https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-using-workflows

 

(This is a Sales and Service Hub Enterprise feature only, it cannot be done in Professional subscriptions.)

 

If you don't have these subscriptions, the next best thing would be creating a plain-text marketing email template in the drag and drop email editor, making it look as if it was a plain sales email: https://knowledge.hubspot.com/marketing-email/create-marketing-emails-in-the-drag-and-drop-email-edi...

 

This can then be sent as an automated email: https://knowledge.hubspot.com/marketing-email/create-automated-emails-to-use-in-workflows

 

Besides that, there aren't any workarounds natively in HubSpot. The sending of sales email templates can only be automated when you're an Enterprise customer.

 

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.

0 Upvotes
SDay29
Member

Sales email template in workflow?

SOLVE

Thanks @karstenkoehler! Appreciate the info!

0 Upvotes
DSharma02
Contributor

Sales email template in workflow?

SOLVE

Hi SDay29,

You cannot send sales email with workflows but only marketing email. To automate your sales email, there is a different automation tool in HubSpot called SequencesWith the sequences tool, you can send a series of targeted, timed email templates  to nurture contacts over time. You can also automatically create tasks  to remind you to follow up with your contacts.

Hope this helps!
Thanks.

If my answer helped your, kindly mark it as a solution to help the community!

SDay29
Member

Sales email template in workflow?

SOLVE

Thank you @DSharma02!

DSharma02
Contributor

Sales email template in workflow?

SOLVE
Welcome SDay29 🙂 If my answer helped your, kindly mark it as a solution to help the community!
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