Step-by-Step Guide to Creating a HubSpot Sequence

Published
February 21, 2024
LAST UPDATED
January 7, 2025
TL;DR

Navigate to Automation > Sequences, then click Create Sequence.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

Since you're setting up HubSpot sequences, you might love Bardeen's AI for sales. It automates tasks like prospecting and email outreach, making your workflow more efficient.

How to Create a Sequence in HubSpot

Creating a sequence in HubSpot allows you to send a series of targeted, timed email templates to nurture contacts over time. This guide will walk you through the process of setting up a sequence, from initial creation to adding steps and editing settings.

Automate your HubSpot sequences with Bardeen to save time and improve efficiency. Download Bardeen and get started!

Before You Get Started

To create and execute sequences, ensure your HubSpot user account meets the following criteria:

  • The account has a Sales Hub Professional, Enterprise, or Service Hub Professional, Enterprise seat.
  • A connected personal email address is required. Team email addresses connected to the conversations inbox cannot be used.
  • The account must have Sequences permissions.

Be aware of the limit on the number of sequences that can be created in your account and that any tasks in a sequence will be assigned to the user who enrolled the contact.

Create Sequences

To start creating a sequence:

  1. Navigate to Automation > Sequences in your HubSpot account.
  2. Click Create Sequence.
  3. Select Start from scratch or choose a pre-made sequence template.
  4. Click Create sequence.
__wf_reserved_inherit
1. Navigate to Automation > Sequences in your HubSpot account.
__wf_reserved_inherit
2. Click Create Sequence.

Next, name your sequence by clicking the edit pencil icon. Then, add steps to your sequence by clicking the plus icon. You can add automated emails, or create email, call, or general task reminders. Customize the delay between sequence steps to control when emails and tasks are executed.

Edit Sequence Settings

After adding steps, you can edit the sequence settings:

  1. Click the Settings tab at the top of the sequence editor.
  2. Toggle the Execute steps on business days only switch off if you want to send emails on weekends.
  3. Customize the timing of each follow-up email using the Automated email send window time pickers.
  4. To receive an additional email reminder each time a task is created in a sequence, toggle the Email reminders switch on and select the default time for the task reminder.

Save your changes once you've edited your sequence settings.

Edit Sequence Enrollment Automation

To edit automatic unenrollment triggers or set up workflows for automatic enrollment or unenrollment:

  1. Click the Automation tab at the top of the sequence editor.
  2. To unenroll all contacts at the same company when a contact replies to an email, toggle the Unenroll: All contacts at the same company from this sequence switch on.
  3. To create a workflow, click Create workflow and follow the prompts to set up triggers based on form submissions or page views, and actions such as unenrolling or enrolling a contact in the sequence.

Remember to save your changes after editing sequence enrollment automation.

Discover how AI automations can supercharge your HubSpot experience. Read more on our blog: AI CRM Automations for HubSpot.

Automate Your HubSpot Workflow with Bardeen

Creating sequences in HubSpot can be automated to improve efficiency and consistency in your sales or marketing approach. By leveraging Bardeen's automation tools, you can streamline the process of managing contacts, deals, and tickets within HubSpot. Here are a few examples of how Bardeen can optimize your HubSpot workflows:

  1. Create a HubSpot ticket, when an email is forwarded: This playbook automates the process of creating a ticket in HubSpot whenever an email is forwarded to a specified trigger address, ensuring no customer query goes unnoticed.
  2. Add a new row to Airtable, when HubSpot contact is created: Automatically sync new HubSpot contacts to an Airtable base, allowing for efficient contact management and follow-up.
  3. Create HubSpot ticket: Simplify customer support by directly creating HubSpot tickets from user queries, enhancing the responsiveness of your support team.

Jason Gong

Jason is the Head of Growth at Bardeen. As a previous YC founder and early growth hire at Kite and Affirm, he is an expert on scaling high-leverage sales, marketing, and GTM tactics across multiple channels with automation. The same type of automation Bardeen is now innovating with AI. He lives in Oakland with his family and enjoys hikes, tennis, golf, and anything that can tire out his dog Orca.

Contents

The AI Copilot for GTM Teams

Start automating sales, marketing, and operations tasks with the first AI Copilot for GTM teams.

Get started with Bardeen
Get started

Related frequently asked questions

How to Write a LinkedIn Post: 10 Steps for 2024

Learn how to write engaging LinkedIn posts in 10 steps. Discover tips for crafting compelling content, leveraging AI tools, and measuring performance in 2024.

Read more
What Is a Field Sales Rep? Roles, Skills, and Success

Learn the roles and responsibilities of a field sales representative, key skills required, and how their success is measured. Discover more now.

Read more
How to Schedule LinkedIn Messages: Easy Steps

Learn to schedule LinkedIn messages for better engagement and manage your time effectively with this quick guide. Discover key strategies and tools.

Read more
How to Use ChatGPT for Sales: Effective Strategies

Learn effective strategies to leverage ChatGPT in sales. From personalized emails to handling objections, boost your sales game with ChatGPT.

Read more
How to Use DocuSign in Google Docs: Easy Steps

Learn how to integrate and use DocuSign in Google Docs for seamless document signing. Follow our step-by-step guide to get started quickly and efficiently.

Read more
Cancel Apollo.io Subscription: Easy Step-by-Step Guide 2024

Learn how to cancel your Apollo.io subscription with our easy, step-by-step guide. Includes email template and expected timeframes for processing.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.