My wish is to based on info ( Email, name, a specifik date) send automate email to hubspot o´contact/costumers based on fases on deal pipelines in hubspot.
i do not want marketing mails, but i have a templete on an email to use for every fase and need a pro to make the concection korrekt based on the fases. ( it should be an easy job).
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Hi Jonas,
Welcome to the Make Community.
I have experience working with HubSpot, Make.com, CRM automations, deal pipelines, and automated email workflows. What you’re describing is definitely possible using HubSpot deal stage triggers and Make.com automation.
I’ll send you an email with a few questions so I can better understand your setup and provide the right solution.
Click here to book a walkthrough call session.
Looking forward to connecting.
Hey @Jonas_Azadzoy, This is a really clean automation to build exactly the kind of “easy job” you described.
What you need is HubSpot’s deal pipeline stage triggering a workflow that sends your existing email template based on which stage the deal is currently in, pulling name, email, and a specific date field automatically.
This can be built natively inside HubSpot Workflows (no external tool needed if your templates already live in HubSpot) or via Make.com if you want more flexibility down the line.
I build these kinds of pipeline-triggered automations regularly happy to take this on.
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Hi Jonas - I would keep the first step small and sample-data only: map one fake deal moving into one HubSpot stage, the contact email/name/date fields needed, and the exact email template for that stage before any live HubSpot or Make access.
That also checks whether HubSpot Workflows alone can handle it, or whether Make is actually needed for the routing and hold cases.
If that is useful, the safest starting point is one sample pipeline stage, the template name for that stage, and the date field that should appear in the email. I would turn that into a short field map and test checklist before any live customer emails are sent.
Hi Jonas,
I came across your post and this sounds like something we can certainly help with. We’re UK-based at Flowbird Ltd, a Make Partner and HubSpot Diamond Partner, with extensive experience building HubSpot workflow automations and pipeline-driven email processes.
I’ve also sent you an email with some more details. Looking forward to connecting and discussing your requirements.
Many Thanks,
Roshan
I would start with the first Make workflow that creates a usable business result: trigger, module mapping, payload shape, run log, and launch notes.
TinyOps Studio can take the first result for $499. A screenshot or CSV row is enough to confirm the scope.
Send the current input, desired output, and tools involved, and I can confirm the fixed scope.
Hi @Jonas_Azadzoy that is something you should be able to do natively with Huspot, maybe I am missing something in your details. In any case I can help you set this up.
Can we have a short call to review your actual process? You can schedule a call in here: https://cal.com/aspirity/discovery?utm_source=make or check our website www.aspirity.com
Hi! I’m Misha, an automation and LLM integration expert. I can set up this HubSpot workflow so contacts automatically receive the correct email template based on their deal stage, specific dates, and contact information—without using marketing emails. I’ll configure the automation logic, trigger conditions, stage mapping, and email delivery to ensure every customer receives the right communication at exactly the right point in your pipeline. This eliminates manual follow-ups, keeps your sales process consistent, and ensures no customer is missed as deals progress through each phase.
Connect on WhatsApp: +375293761570 | View My Portfolio: https://mikedevai.netlify.app/
Hi Jonas, if this is still open, I can help with a fixed-scope Make/HubSpot diagnostic for this.
The first deliverable I would suggest is not a full rebuild: it is a field map + test output for your deal stages.
I would map each HubSpot deal phase to the correct existing email template, validate the specific date field, and produce a small test run showing which customer emails would be scheduled, skipped, or rejected with an error log.
I can start from screenshots or a sanitized export of the deal fields, stage names, template names, and expected send dates. No production changes or credentials are needed for the first diagnostic pass.
