Send Sales Email From Workflow

[dmattauch]

Hi,

I guess this questions has been asked before but can't find the answer.

In a workflow, is it possible to send a 1-1 email from a sales user to a customer?

Doesn't seem possible by default because "external communication" is marketing email, but is there a way to work around it ?

Many thanks

David

[karstenkoehler · Accepted solution]

Hi @dmattauch,

Yes and no. Some portals (including mine) have apparently been ungated for a new type of action in workflow: enrolling contacts into a sequence:

You would then select the sequence and the sender:

If your sequence only contains one email, this would be a workaround to sending a one-to-one email to a contact.

Aside from this new workflow action I'm not aware of any ways to automatically send one-to-one emails.

Best regards!

PS. There is of course always the option to send a marketing email from a sales contact owner and make it appear like a regular email by choosing a plain-text email. It would always have the "Manage preferences" link at the bottom however.

[danmoyle · Accepted solution]

Hi @dmattauch. Workflows allow you to enroll contacts into sequences, which could help send sales emails like you may be thinking. Otherwise sending as the contact owner would "feel like" a 1:1 email, but it's still a marketing email. 

Is the issue you're running into connected to marketing contact status? Can you elaborate with what you're trying to accomplish by using automation (workflow) instead of perhaps setting a task reminder to send the 1:1 email? 

[dmattauch]

Hey Dan,

Thanks for your reply.

Just looked the article, thanks for the clarification. It's for a pro customer, i looked up the video it would be perfect. I just need to send an email from the contact owner to the customer once x criteria is met.

They don't have marketing pro, so i can't do that.

I'll stick with the tasks for now, and wait for an update on when a beta will be available for pro customers. 

Many thanks,

David

[karstenkoehler · Accepted solution]

Hi @dmattauch,

Yes and no. Some portals (including mine) have apparently been ungated for a new type of action in workflow: enrolling contacts into a sequence:

You would then select the sequence and the sender:

If your sequence only contains one email, this would be a workaround to sending a one-to-one email to a contact.

Aside from this new workflow action I'm not aware of any ways to automatically send one-to-one emails.

Best regards!

PS. There is of course always the option to send a marketing email from a sales contact owner and make it appear like a regular email by choosing a plain-text email. It would always have the "Manage preferences" link at the bottom however.

[dmattauch]

Hey Karsten, thanks for your answer. How did you unlock this new feature ? 

I don't see it on any on my customers portal, even entreprise.

Many thanks for your response

[karstenkoehler]

Hi @dmattauch,

HubSpot seems to ungate this gradually. I'd recommend reaching out to your customer success manager and asking about it. (This requires a Sales or Service Hub Professional subscription.)

Best regards!