HubSpot CRM (Pro) : Create Automated Welcome EMail Workflow

Learn how to create a welcome email for a visitor submitting a form and then sending an automated email from HubSpot.
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How to create an Automated Welcome Email from HubSpot


  • HubSpot Pro Version


I am Salesforce Marketing Cloud Consultant, Salesforce Admin, and HubSpot Partner Certified with 5 years and more than 100 Marketing Automation projects experience. I work in Salesforce, HubSpot, Pardot, ActiveCampaign, and many such technologies for my clients.

I have designed this course to teach you HubSpot's Sales and Marketing Automation Workflow using which you can build a basic strategy for sending Welcome Email and create Deals and Tasks for Sales Team.

This is a course for those who have the HubSpot Marketing PRO version. Note that it will not work for HubSpot Free version because the Automated email option and Workflow option is not available in HubSpot FREE version. Also note that if you have HubSpot Sales PRO, even then you would not be able to send an automated email from the workflow.

Marketing Automation expert gets stuck when they have to go from one automation system to the other. In my experience, even if you are conversant with other technologies but you will still be taking time to understand when it comes to HubSpot journies.

In this course, you will be able to:

  • Create a Form Trigger

  • Create a Landing Page

  • Create a Welcome Email

  • Create a Workflow that sends the Welcome Email

After taking this class, you'll be able to craft your own Automated Marketing strategy that will help you achieve your business goals, foster authentic connections with your database and get a lot of free time to focus more on ideas than stay lost in manual tasks.

Who this course is for:

  • Entrepreneurs
  • Students
  • Career Seekers

Course content

11 sections11 lectures30m total length
  • Introduction


Marketing Automation Consultant - The Automationist
Chandan Kamal Sharma
  • 4.3 Instructor Rating
  • 76 Reviews
  • 2,777 Students
  • 5 Courses

I have 17 years of experience in the field of Digital Marketing and Marketing Automation. Handled multiple projects on Digital Transformation for Clients like Avaya, British Airways, Royal Bank of Scotland, and more.

I have completed 140+ Projects in Marketing Automation and help entrepreneurs in setting up their Marketing Technology Stack using tools like Salesforce Marketing Cloud, Pardot, ACT, Mautic, ActiveCampaign, Kajabi, and more.

Making me ready for the latest business technologies.

My Certifications include Salesforce Marketing Cloud, Pardot HubSpot, Human Factors International (UX, CUA).

My training experience includes taking corporate batches for MNCs and Govt Agencies.