![]() ![]() ![]() For that reason, I like to think of my Workflow as an automated email campaign every user goes through, and I like to think of Sequences as an automated email campaign some groups of users go through sometimes. ![]() In the left panel, choose Start from scratch or select a pre-made sequence template. The Sequences homepage has a new “Analyze” tab that lets you see results for open rate, click-through rate, and reply rate across all your Sequences. In your HubSpot account, navigate to automation and then select Sequences. In your HubSpot account, go to Automation > Sequences. The best answer I can give on when to use a Sequence instead of a Workflow for Sales Emails is when you want to compare results across multiple versions. Instead, you’ll have to add a contact to a List so that they are enrolled in a Sequence (more on that later).You might be thinking - why not do a Workflow then? It’s a good question - you could use Workflows to send Sales Emails like a Sequence - but in order to use either feature, you still need licenses to Marketing Professional and Sales Hub respectively. Or you can select to Start From Scratch at. 3) This takes you to a page that has prefilled HubSpot templates you can select from on the left. Select the orange Create Sequence button. 2) This will take you to the Sequence Dashboard. The goal with this sequence is to stay in touch with helpful information while the prospect is collaborating with their team on a purchase decision.The short answer is Sequences are for Sales and Workflows are for Marketing.Hubspot gives you different abilities depending on whether or not you are sending Sales Emails or Marketing Emails.Specifically, you won’t be able to automatically trigger Cold Sales Emails, or start a Sequence for a contact, in an automated way. 1) Go to the top dashboard and select Automation - Sequences. In this case, the rep can use a Deal follow up sequence which automatically sends the prospect helpful purchase decision information. In your HubSpot account, navigate to Automation > Sequences. In many cases, the sales rep also puts their actions on hold or converts to intermittent check ins to see if the prospect is ready to buy. While guiding a prospect through the buying cycle, prospects often get to a point where they are in a holding pattern or making a decision. Then they can enroll them in a sequence that is 100% tailored to the pages or products that they showed interest in.ĭeal Follow Up – Another sequence that can be created is the Deal follow up sequence. Each time someone visits your site, sales reps get a better understanding of the services that prospect is interested in. With sequences, sales reps and can enroll inbound leads, which will automatically follow a set of sales actions without additional interactions from the sales rep.īuyer Intent – By storing all contacts and prospect data in Hubspot and linking it to your website, you get to see which pages prospects are visiting on your website. The challenge is that it takes more sales activities to engage a lead than most reps will complete. Inbound Leads – It is very common for sales reps to receive leads, follow up once or maybe twice and then move on to focus on prospects that are more engaged. This is less complex than using sequences for buyer intent situations which we highlight later. This is a great first place to start because you can build out sequences that are highly reusable and personalized. HubSpot Sequences are a functionality of the Sales Hub offering that helps you automate email outreach and follow-ups. The HubSpot Sequences tool allows you to build out a series of calls, emails, tasks, and LinkedIn actions. Prospecting – The majority of users start off using sequences for prospecting with the intent on setting meetings. With Sequences, you can create a template which can be personalised based on your prospects information like their name, company or industry they operate in. Check out this blog post to connect your email and calendar to HubSpot, set up your personal meeting link, and automatically add Zoom meetings to meetings that are booked using your meeting link. We are going to focus on 4 categories of usage. Given that Sequences help sales reps stay in touch, there is an infinitive list of ways that they can be leveraged. A sales automation tool can help you maintain sequences for prospects at all stages of a cadence. Options Status: Idea Submitted Yergnov 2 hours ago Follow Allow Sequences to create tasks with customer info I would like the ability to create a task in the middle of a sequence that would include the basic customer data and then assign it to a teammate. ![]()
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