Step-by-Step Guide to Creating a HubSpot Sequence

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.

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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.

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.

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.