Using External Mailer
Send automated emails with internal information to people who don’t have a user account in your HubSpot portal. For example, let a partner know when a deal or ticket moves to another stage.
Getting started
No setup is needed in the PocketKnife app. As soon as PocketKnife is connected to your HubSpot portal, the External Mailer action is available in your workflows. The number of emails you can send per month depends on your subscription plan.
Follow these steps to add the External Mailer action to a workflow.
- Create a workflow based on the type of record you want to send emails about, for example deals or tickets.
- Add an action and choose External Mailer under PocketKnife.
- Fill in the fields (see What each field means below). Use personalization tokens to add values from the enrolled record, such as the deal name.
- Click Save.
- Click Review and publish in the top right corner to turn on your workflow, and you’re all set.
Note
- Emails are sent as plain text. You can’t format the text.
- To comply with GDPR, the recipient and subject are only partly shown in the Sent Mail History in the PocketKnife app.
Check your progress and credits
In the PocketKnife app, open External Mailer to see your sent emails, failed deliveries and credits used. Use the status filter to find emails that need attention. The number of credits allowed depends on your subscription plan (Freemium, Single Feature, Pro or Enterprise).
To upgrade, click your username, go to Subscription & Billing and choose the plan that fits your needs.
Any Questions
Please contact our support team via this form