Enroll Contacts in HubSpot Sequences: A Step-by-Step Guide

How to Enroll a Contact in a Sequence HubSpot

Enrolling contacts in a sequence in HubSpot is a powerful way to automate your outreach, ensuring timely and personalized communication with your contacts. Whether you're enrolling a single contact or multiple contacts at once, HubSpot provides various methods to streamline the process.

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HubSpot Sequence vs Workflow

Understanding the difference between sequences and workflows in HubSpot is crucial for effective contact management. Sequences are used for one-to-one sales emails sent from your connected inbox, designed to automate your email follow-up process with a series of timed email templates and task reminders. Workflows, on the other hand, are used for marketing emails and can automate a wide range of actions beyond email sending, such as updating contact properties or sending internal notifications. While sequences require manual enrollment and are best for targeted, personalized outreach, workflows allow for both automatic and manual enrollment, making them suitable for broader marketing automation efforts.

Sequence HubSpot

A sequence in HubSpot is a set of automated actions, primarily email sends and task reminders, that help you nurture your contacts over time. When a contact replies to an email or books a meeting, they are automatically unenrolled from the sequence, ensuring that your communication is always relevant and timely. Sequences can be created from scratch or by using pre-made templates, and they can include various steps such as sending automated emails, creating call or email tasks, and setting reminders for manual follow-ups.

How to Enroll a List in a Sequence HubSpot

Enrolling multiple contacts or an entire list in a sequence can significantly enhance your outreach efforts, especially after events like trade shows or webinars. To enroll multiple contacts, navigate to the Sequences tool in your HubSpot account, select the sequence, and then choose the contacts you wish to enroll. You can also enroll contacts directly from the Contacts or Lists sections by filtering your contacts based on specific criteria, selecting the contacts, and then choosing the "Enroll in sequence" option. This method is particularly useful for targeting contacts based on their list membership or other defining characteristics. Please note, when bulk enrolling contacts, HubSpot enforces throttling and email send limits to maintain email deliverability and compliance.

Before enrolling contacts in sequences, ensure you have a connected email inbox and the necessary permissions. Also, be aware of the daily send limits and the fact that contacts can only be enrolled in one sequence at a time. To enroll a contact in a different sequence, they must first be unenrolled from their current sequence.

Explore how to integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn, and sync HubSpot and Slack to enrich and speed up your multi-channel outreach.

Enrolling contacts in a sequence in HubSpot can be a repetitive task, especially if you're handling a high volume of contacts. Automating this process with Bardeen not only saves time but also ensures no contact is left behind. Here are some automations you can create with Bardeen to streamline your HubSpot tasks:

1. Enrich and update a HubSpot contact's record with new information: Automatically enrich contact data using Clearbit and update their HubSpot records, ensuring your CRM data is always accurate and up-to-date.
2. Automatically Create HubSpot Contact from Gmail Email: Instantly create a new contact in HubSpot for every email received in Gmail, capturing potential leads without manual data entry.
3. Sync New GitHub User Email as HubSpot Contact: Seamlessly add GitHub users as contacts in your HubSpot CRM, perfect for developer outreach or tracking contributions to your projects.