How to Create Automated Marketing Emails in Hubspot Workflows

Automated marketing emails in Hubspot let you send the right message at the right time, without manual work. By building reusable email assets that plug directly into workflows, you can nurture leads, follow up on form submissions, and support your customers at scale.

Why Use Hubspot Automated Emails in Workflows

Before you build your first automated email, it helps to understand how these emails work inside the Hubspot marketing tools.

Automated emails are saved as assets in the email tool. They are then selected as actions inside your workflows, so you can:

• Send targeted follow-ups after a form submission or page view
• Deliver onboarding sequences to new customers
• Nurture leads over time with relevant content
• Standardize transactional or operational notifications

Because the same email can be used in multiple workflows, creating organized, reusable assets in Hubspot is key to long-term success.

Planning Your Hubspot Automated Email

Before you open the email editor, plan what you need the automated message to do.

• Audience: Who will receive the email and from which workflow?
• Goal: What action should recipients take after reading?
• Timing: When should the workflow send the email?
• Content: What copy, images, and links are required?

Having this structure ready ensures you build a focused automated email that fits smoothly into your Hubspot processes.

Step-by-Step: Create an Automated Email in Hubspot

Follow these steps to create a new automated marketing email asset in your account.

1. Open the Hubspot Marketing Email Tool

1. In your account, navigate to Marketing > Email.
2. Click the button to create a new email.
3. Select a Regular or marketing email type if prompted. Automated workflow emails use the same editor as standard marketing emails.

You will now see the email editor where you can design the content and configure settings.

2. Choose a Template for Your Hubspot Email

Select a template that matches your goal and brand layout preferences.

• Pick from drag-and-drop layouts for newsletters, announcements, or simple messages.
• Use a bare-bones layout if you want full design control.
• Save a custom template for future workflow emails to keep your branding consistent.

After selecting a template, the editor will load the structure and placeholder content.

3. Add Content to Your Hubspot Automated Email

Use the editor to build the body of your automated message.

1. Edit the subject line with a clear, specific promise.
2. Update the preview text to complement the subject.
3. Customize the body content with text modules, images, buttons, and dividers.
4. Insert personalization tokens (such as contact first name) where appropriate.
5. Include clear calls to action that link to landing pages, documents, or website content.

Keep paragraphs short, and make sure links work correctly inside the Hubspot email preview.

4. Configure Email Settings in Hubspot

Next, define the core settings that control how your automated email appears in recipients’ inboxes.

• From name and address: Choose a user or team address that matches the context of the workflow.
• Internal email name: Use a descriptive name that indicates the workflow or purpose (for example, “Onboarding – Day 1 – Welcome”).
• Subscription type: Select the correct subscription type to comply with email preferences.
• Language and footer settings: Confirm legal information and company details are present.

Well-organized internal names and correct subscription settings make it easier to manage many automated emails across your Hubspot account.

5. Test Your Hubspot Automated Email

Before you publish, always run tests to catch errors.

1. Use the test email feature to send a copy to yourself or teammates.
2. Check for broken links and formatting issues on desktop and mobile.
3. Verify that personalization tokens pull sample data correctly.
4. Review the message for spelling, grammar, and compliance.

Repeat tests until the email is ready to be used in production workflows.

6. Save for Automation in Hubspot

To use the email in workflows, you must save it for automation.

1. In the editor, locate the option to Save for automation or update the send options to make the email eligible for workflow use.
2. Confirm that the status reflects that it can now be selected as an action in workflows.

Once saved, the email becomes an asset that can be reused in multiple Hubspot workflows without recreating it each time.

Adding the Email to a Hubspot Workflow

After your automated email is ready, connect it to a workflow so it can send based on triggers and delays.

1. Open or Create a Hubspot Workflow

1. Go to Automation > Workflows in your account.
2. Create a new workflow or open an existing one you want to update.
3. Define the enrollment triggers so the right contacts enter the workflow.

2. Add a Send Email Action in Hubspot

1. Click the plus icon to add a new action to the workflow.
2. Select Send email from the action list.
3. Choose the automated marketing email you just created from the dropdown.
4. Place the action at the appropriate step in your workflow sequence.

You can add delays, branching logic, and additional actions around this email to build a complete automated journey in Hubspot.

Managing and Improving Hubspot Automated Emails

Once the workflow is live, monitor performance and refine your content.

• Track open rate, click rate, and deliverability from the email performance tab.
• Run A/B tests on subject lines or content where applicable.
• Update copy and design based on engagement data.
• Clone high-performing automated emails to reuse layouts for new workflows.

Consistent optimization ensures that your automated system in Hubspot continues to drive better results over time.

Additional Resources for Hubspot Users

To go deeper into the technical details of creating automated emails for workflows, review the official documentation:

Official Hubspot automated email workflow guide

If you need strategic help designing funnels, segmentation, and workflow logic around your marketing automation, you can learn more at Consultevo, a consultancy focused on scalable digital systems.

By following the steps above and aligning your content with clearly defined workflows, you can build a reliable automated email engine inside Hubspot that nurtures contacts and supports your broader marketing strategy.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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