Send Time Optimization Install
Install from Marketplace, activate your trial period then drop into a workflow.
Step 1: Install from the HubSpot Marketplace
Begin by searching for “Peak Trigger” in the HubSpot App Marketplace. Click the “Install app” button and follow the prompts to securely connect Peak Trigger to your HubSpot portal.
Step 2: Navigate to Your Workflow
In your HubSpot account, go to Automation > Workflows. You can choose to create a new workflow or select an existing one. It’s recommended to place the Peak Trigger action after any initial enrollment triggers and contact segmentation (e.g., If/Then branches).
Step 3: Add the “Send at Optimal Time” Action
Click the ”+” icon where you wish to add a new action in your workflow. Instead of using HubSpot’s default “Send email” action, search for and select our custom action: Send at Optimal Time by Peak Trigger. This single action will manage both the delay and the optimized email send.
Step 4: Configure and Activate
Once the “Send at Optimal Time by Peak Trigger” action is added, configure its settings (e.g., select the email to be sent, define the delivery window, and choose an optimization strategy). Activate your workflow, and Peak Trigger will automatically begin optimizing send times for each contact, holding them until their individual optimal moment arrives before sending the email.