Send transactional email from any HubSpot workflow

Add the Send transactional email action to any workflow: contacts, companies, deals, tickets, invoices, quotes, orders, subscriptions or custom objects. Each email is personalized from the contact and the workflow's deal or other record, and sent from your own domain. Pick an approved template and a sender profile. No developer, no API keys.

Automatic transactional content review

Every template version is reviewed before it can send, so promotional content never goes out as transactional email. When something is flagged, you see the exact passage, why it reads as promotional and a suggested fix. Only approved templates appear in the workflow action.

Your own authenticated sending domain

Send from a domain you own, such as notify.yourcompany.com. Copy the DKIM, MAIL FROM and DMARC records into your DNS, or email them to your IT team from Settings. Every record is checked automatically, and your sending reputation is isolated from other customers.

Deliverability guardrails, on by default

Warm-up raises your daily limit on a set schedule over your first 30 days live. Bounces and spam complaints suppress the address automatically, and sending pauses itself if bounce or complaint rates climb. App Home shows usage, sending status and domain health at a glance.

Branch on the result of every send

The action returns a send status, message ID and error code your workflow can branch on: create a task when an address is invalid, notify a teammate, or carry on. Emails sent to a contact appear on their timeline, and failures show their reason in the workflow history.

A searchable send log

Find any send from the last 45 days by recipient email or message ID, and see whether it was delivered, bounced, suppressed or queued, with the reason. The log keeps details about each send, never the email's content.