Send Email via Workflow

[Halli]

Hi

We have a Sales and Service paid accounts for Hubspot

Am I missing something or is it not possible to create a workflow and have it send and automated email to user after a critera? (without marketing pro)

What i mean is lets say i create a simple workflow in serivce > tickets

When ticket reaches the status of CLOSED i want the workflow to send a automated email to the contact with something like "We have closed your case, thank you" something like this

I feel it is a dealbreaker that this function is locked and i cannot send automatic reply after workflow

Please correct me if i am wrong

[karstenkoehler]

Hi @Halli,

Have you checked the ticket automation settings? (Settings > Objects > Tickets > Pipelines > Automate)

I can't replicate your subscription package on my end but you might be able to set up these emails in the "Additional status automation" section:

Hope this helps!

[Halli]

Hi

Yes and that gives no solution

The only diffrence between Ticket automation and Workflow is that Ticket automation offers to change tickets status on replies from customer

Otherwise it re-directs you to workflow and via Workflow you cant sent external emails which is ridiclious

[karstenkoehler]

Hi @Halli,

Have you checked the screenshot I included in my earlier post? There are some actions which can be set up right from that settings page, including an email send.

Best regards

[Halli]

Yes i saw that but how will i create these emails?

You need some emails there that we created but i cannot create them

[Halli]

Those 2x emails that you can see on my account are some test emails that i think were created during a trial period.

[StjepanGrcic]

Hi @Halli 

If you could record a quick Loom video inside your account and give more detail what you would like to accomplish that will be useful. 

Cheers. 

[Halli]

Hi

Cant really see how i can be clearer.

a) Company has paid for sales and service in Hubspot

b) We want to create a workflow that in the end sends email to contact

c) Workflow does not allow sending external emails without marketing pro

So like i said we are not using worklfow to send external marketing email just a thank you or your ticket has been closed email

Does Hubspot really lock that feature only for marketing pro (if so then that is greedy as **bleep** and stuipid)

[Halli]

Her is video:

https://www.loom.com/share/addd4c28a4fc4d08bcdba34231d2dd83