Tips, Tricks & Best Practices; Sales Hub: Possible to Keep Contact in Sequence When Contact Replies to Email (automated, manual). 1. I live in sequences! They have made my joblife 1000% easier and more consistent. Now that we have reached the end to the HubSpot workflows vs sequences discussion. onboarding, satisfaction surveys, company/industry news and press release monitoring, new opportunities, etc. Our total revenue increased by 215% since we started sending these templates in a sequence. . Abandoned Cart Email Best Practices. What should be done in order to create a sequence from every account? what changes are required for this? Thanks Hey ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). . With the HubSpot sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. Like marketrunner says, sequences are 1 to 1 automated outreach (primarily used for sales team outreach), vs workflows which can be used in hundreds of ways. The solution: Learn how to embed JotForm Submission Tables in HubSpot Dashb read moreHere are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. Nearly two-thirds of our respondents said that email nurturing was the best way to re-engage leads. Close $100K Deals With These. g. Step 6:. Unfortunately not, no. With sequences, you are in most cases selecting individual contacts to be enrolled into automation, but. Hi , , , - Do you have any sequence ideas or tricks you would like to add? Thanks! Best, KristenHubSpot Sequences tracks the performance of your sequence, so you can see how many contacts are opening your emails, clicking on your links, and booking meetings. In. and later local time (call), five minutes before and after the hour (email) Day of week: Thursday and Friday. 7. We will notably talk about how to set up read more. if they go to our websit read moreYou should outline when team members would have to deviate from the designated sequence of steps. The email reply will also be logged on the CRM record. If you have a paid subscription you could try contacting support to see if it's a batch tha. Keep it short. Provide personalized solutions. Automatically unenroll contacts when they book a meeting or email you back. Sequences send emails from your connected inbox as sales emails. However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". to send sequenced outreach emails) then the Sales Nav integration allows you to add LinkedIn related steps. But sequences aren’t just a set-it-and-forget-it. Mastering Inbound Marketing: Tips, Tricks, and Best Practices for Success In today's digital age, inbound marketing has become a cornerstone of successful marketing strategies. We build out a sequence with a combo of emails + calls + direct mail (tasks) and utilize a list to segment and to make it easier to bulk add. We use cookies to make HubSpot's community a better place. 5. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. According to this maxim, here are the ideal times to reach out: Time: 3 p. (In a contact-based list, you can filter for deal properties. Sequences are an excellent feature of the HubSpot Sales Hub and Service Hub Pro. What you're describing fits perfectly with HubSpot's sequences tool. Turn on suggestions. "If you haven't looked at the sequence templates that are available in HubSpot, I'd start there. In this case, it. They are currently in planning by the Product Team. For example: 1. 7. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). For every $1 spent, it yields $40 in revenue. Participating in the HubSpot Community allows managers to tap. Tips, Tricks & Best Practices; Re: Workflows vs Sequences; Tips, Tricks & Best Practices. Hi Guys, I want to align the cookies button to the right of the page, it automatically goes to the left, I have tried amending the code with no luck. In the workflow editor, click the plus icon + to add a workflow action. If you want to keep sending emails, you would have use automated m. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Unfortunately, this is only available to Sales Hub Enterprise customers, which means it's out of reach of all but the largest customers. For example, I might work several different regions and I might want slightly different emails. Single Customer Account. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or something along those lines). That's always my go-to for inspiration on subject lines, timing, email length, you name it Think about what you actually want your seq. 1. , the emails would show up under Communication > Emails. Time email sends for a consistent, natural pace. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) In your HubSpot account, go to Automation > Sequences. Example: A post-demo follow-up should include information about the demo, notes on what you talked about, and next steps. Learn how the tool works and tips for creating effective sales emails. There's limited public apis for the sales tools. I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. I have tried to do this and it wont let me as it is saying i dont have an inbox connected but the inbox is[Free Resource] Prospecting and Objection Handling: Templates and Best Practices for Sales Success Prospecting and Objection Handling: Templates and Best Practices for Sales Success ️ Download the kit here ⬅️ 🔍 How you behave when a prospect pushes back can make or break your sale. I wanted to refer you to this related post where @karstenkoehler explains how to add a meeting link to an email template and shares screenshots of what the template looks like when you add a personalization token for an owner that has multiple meetings. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Especially if you are using Hubspot to manage wider ABM campaigns. For a fully automated option, you would need: Custom code actions (available in Operations Hub. Technically we can offer two, three or. A prospecting email is a type of outreach that a salesperson sends to a potential customer to introduce themselves and the benefits of their business. You're going to hear this again and again throughout this post — but you can't prospect effectively if you don't qualify your prospects. For tests where you have more control over the audience — like with emails — you need to test with two or more equal audiences to have conclusive results. The following templates have 60% or higher open rates, 8% or higher click-through rates, and 30% or higher response rates. You're simply using another infrastructure to send the emails and that affects deliverability. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. workflows are and go into HubSpot sequences best practices, HubSpot sequences examples, and HubSpot. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. " Create a New Sequence: If you haven't created a sequence yet, click "Create Sequence" and set up your sequence with emails, tasks, and delays. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. They can work harmoniously together. I want to create one where they get the next ema. 7 Best Practices TO Consider: HubSpot’s sequences tool enables you to: Create targeted, customizable templates in an outreach sales email sequence. Although w. E. . It also applies to all email sequences in different tools. You'll have 90 days of unlimited access to onboarding workshops specific to: Learning the tools and best practices for Marketing, Sales, and Service Hub (Starter & Professional) Workshops guided live by HubSpot experts who answer questions in real-time. It's currently not possible to filter opens from a specific sequence. HubSpot sequences are designed to help you generate email responses, so that's the finish line in their eyes. Allow cookies. The purpose of a sales sequence is to engage prospects, and they haven't engaged. . Multiple Meeting Links and Sequences. . It's not available in the starter version but in HubSpot pro+ version. Task 3: Change Lead Status. what criteria are you trying to use to build the list? Just about every sequence property is available, so I'm curious what's missing? Also, if you want to reach the product team, you'll need to share your idea in the Ideas Discussion. Hope this helps!I understand that editing the tasks in an already active sequence won't affect the contacts already enrolled but is there a way to quickly unenroll and reenroll the contacts into a new sequence? (as opposed to typing in all the contacts one by one again)1. In your drip campaign tool, you should be able to see open rates, CTR, and click-to-open rates. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence?The best email subject lines are creative, compelling, and informative without giving too much away. Tips, Tricks & Best Practices. These workflows are built on a foundation of triggers, actions, and. Search Tips, Tricks & Best Practices for solutions or ask a question cancel. it looks like that email privacy mainly affects marketing emails and not sequences in HubSpot. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. e. DAY 4. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). . As a next step, in the workflow Settings > Unenrollment and sup. In this article, we will explore tips and best practices for optimizing lead nurturing in HubSpot to drive better engagement, conversions, and ultimately. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click on Create Sequence. . I can't add to what he said. Have you changed Fantastic post! Just to add to these points, other triggers that help me position these tools to new customers would be that one tool is can be positioned 1:1 (sequences) and the other 1:Many. English English Español Português FrançaisHubspot onboarding, sequences and workflows SOLVE Thank you @karstenkoehler - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example. In the left panel, choose Start from scratch or select a pre-made sequence template. English English Español Português FrançaisDiscussions. Thank you - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the workflow). My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. Here's how: Click Automation and select Workflows. ) The. Adapt to all devices. 7 effective HubSpot sequence best practices 1. As a Free user, I run. English English Español Português FrançaisThanks for the mention, ! And good question, ! I'm with — cloning really any asset in HubSpot usually makes for a quicker building experience than starting from scratch. Choose Contacts: Once your sequence is set up, navigate to the "Contacts" section, select the contacts. To create an effective email sequence, you'll need a few tools to get started: 5 Best Practices for Managing HubSpot Sequences Build Sequences for Each Stage of Buyer’s Journey To provide the best experience possible, it’s recommended to create Sequence emails for each stage of the buyer’s journey so that you can nurture leads quickly and effectively. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I'd dig into why reps want to clone the sequence and edit? There might be some good feedback that could be incorporated into the master and everyone gets a better end result. . English English Español Português FrançaisHowever you slice and dice your inbound leads, you can always address each customer segment with its own set of customized triggers and sequences. . In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns. First, share social proof like customer success stories and industry coverage (e. . Make sure the contact, company and deal are associated as you will need this for reporting. When a contact bounces, HubSpot will automatically unenroll them fr. Hi everyone, Currently, I have a BDR that has created a sequence with ten steps to reach out to new customers through the sequences menu. As teams grow, they adopt disparate systems for marketing, selling, and servicing customers, making for messy data. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Think of. 8 Best Practices For The Perfect Email Onboarding Sequence 1. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. 4. Email nurturing is cost-effective. Use this B2B email template to introduce yourself and your company to the prospect. For a sequence you might want to clone one and change some emails or some specific actions in it, instead of having to entirely recreate your existing sequence you can just clone your existing one and edit the cloned one. Personalize when you can. best practice for deal contacts stage changes. Split your sample groups equally and randomly. 1. The first sequence has 5 emails and associated tasks. Edit your document. When implementing a website carousel on your site, it's important to do so in a way that enhances your user experience (UX). Solved: Hi Everyone, We are trying to use the Hubspot sequence automation feature, and have 3-4 accounts working under it. 2. Before you begin testing, define the minimal variable to prove or negate your test. I get past this, I actually break sequences up into s. On any given day, the average businessperson receives 91 emails, according to a report by The Radicati Group. Experience-driven marketing is anything but a buzzword: it’s more a best practice. When you're building a sequence, best practice is to connect it to the why behind your follow-ups. . Then, click on Create sequence. Step 3: Send a manual email with personalization. Search Tips, Tricks & Best Practices for solutions or ask a question cancel. There are a variety of variables you can use to create unique, distinguishable CTAs, including color. We’ve collected some standout welcome message series examples that include confirmation messages, thank you emails, and offer templates to help you with your customer onboarding process from start to finish — and make a great impression along the way. , recognition by the analyst community like Gartner). However, only the super admin account is able to create a sequence. option would be a calculation property on the company object that counts how many contacts have the value Now in sequence =. Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion. English English Español Português FrançaisWe use cookies to make HubSpot's community a better place. Hi all, Looking for best practices on setting up form(s) for a web resource center. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. English English Español Português FrançaisIn this video, @aschwanke from HubSpot solutions partner, Simple Strat shows you how to use AB testing for sequences in HubSpot to improve the outcome of your sequences, increase engagement, and hopefully lead to more conversions! She also covers: - What you should use AB testing for in HubSpot sequences - Best practices. Step 5: SMS – Use persona template. A mail server with a high bounce rate will be blocklisted and deliverabilty plummets. We use cookies to make HubSpot's community a better place. . At $1,200 a month for 10 users, it offers conversation intelligence, playbooks and goals to optimize growth performance. , interesting question. For example I may want to enroll everyone at company x with 50 employees. Hi there, I created a free Hubspot account to send website visitors a series of free breath meditations. E. Thanks for the mention, @kvlschaefer!And good question, @SBailin! I'm with @TomM2 — cloning really any asset in HubSpot usually makes for a quicker building experience than starting from scratch. Often when choosing a person, I have several contacts in different positions in the company. Enable mass enrollment in sequences. 1. Reply Getting Started Sales. It is a matter of understanding where each is best used. It might seem simple, but that opened email can lead to a closed-won deal. HubSpot Sequences are designed to help your sales team reduce the time they put into repetitive communications. Cadence Playbook Contains: - Frameworks backed by Data Science and proven by SalesLoft customersEnglish English Español Português FrançaisYes this will work as long as the email sent from the form is a marketing email. With the HubSpot sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. . See full list on blog. 98 Upvotes. If I'm going to send someone a couple of emails and maybe call them, I better add specifics and not just "Let's do business. We use cookies to make HubSpot's community a better place. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Provide easy navigation. With a strong sales. There isn't a sequence setting for this but there is another way: Assuming that your BDRs are adding contacts from the contact index page (Menu > Contacts > Contacts), you could create and save a filtered view for them. There are hardwired parameters of sequences (which can be found in this knowledgebase article), but beyond that the limit is your imagination, which can actually be quite daunting. DAY 4. ) The list will then populate with contacts associated to. . I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Then follow-up with additional resources (on-demand courses, a checklist, a video). Hi Thank you for this information. If I set a sequence with 3 steps over a 3. Throughout the entire customer journey, the best teams have a consistent, multi-channel cadence to communicate with their buyers and customers. . Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. A lot of the manual steps can indeed be automated with workflows. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. In the top right, click Create Sequence. Something that could change t read more. One way to achieve this is by using personalization tokens and dynamic image URLs. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. You'll stand out with this template because of the strategic yet subtle name drop that lends social proof to you and the company you represent. However, the contact is still enrolled in. FYI- 10% of those who have been enrolled in a sequence became our customer! Previously, these would have been DEAD deals. The Problem: We use JotForm and HubSpot. That's a lot of email. Ensure that the sales process is reflected in the sales pipeline as deal stages. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 8. Creating a strategy and integrating a sequence can be incredibly powerful when it comes to automated outreach. After deal creation, you can automatically create the ticket record and trigger the email send. What Are HubSpot Sequences. See screen shot. Sure, it might also include a non-sequence email but that would mean that someone would send additional sales emails from HubSpot to a contact already enrolled in a sequence – unlikely and even if the contact replied to a non-sequence email, "Replied" would be a valid value. Segmentation is an important part of sending great emails. Segment Your Audience: Tailor your sequences to specific audience segments. When optimizing your Outreach Sequences, don’t hesitate to turn off what isn’t working. On the other hand, workflows use marketing emails that are saved for automation. . Style the email to match your brand, and create a compelling message for your customers. Building a sequence is similar to building a smaller campaign – it starts with knowing your ideal buyer profile and the persona you are targeting. A good subject line that piques interest is the difference between a prospect opening or ignoring an email. How many emails you fit into one sequence is entirely up to you – and eventually 4 sequences of 2 emails might have the same impact as 2 sequences with 4 emails. Currently I'd have to go through the enrollment process 50 times. One of the biggest differences between these two automation tools is the type of emails that are sent through them. Your sequence may involve five emails or 15. It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. Google, and LinkedIn’s support, current updates, and best practice advertising guides. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To give a user Delete access, they must be given Edit access. Avoid using 'No-Reply' in the sender's email address. Sequences can: Automate follow-ups. I've searched the forums and I can't find a satisfactory answer to this. Shows deals by month, deals by value. Let’s first see what HubSpot sequences vs. Give your subscribers autonomy. Hi , Not in a report based on the data source "Activities", no, only in reports based on "Sales email": Best regardsCommenting because I have the same issue. A cold email is an email sent to a recipient without them knowing who it is. I am just getting started in sequences - what ACTUALLY starts the execution of the sequence? I don't see any buttons that says "start" or JavaScript must be installed and enabled to use these boards. Step 4: Call with voicemail. Hey ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). CRM & Sales Marketing Service RevOps & OperationsThis typically happens when an old list is imported, even after it's been "cleaned". " The beauty of sequences + templates is that we can create. Surveys. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Consider these best practices: a. Tips, Tricks & Best Practices. I noticed a post that you can CC someone on a template or in a sequence but the insturctions were not valid, anyone else figure out how to do it? You can specify a sequence-wide cc and/or bcc address on the Confirm step of your sequence or the Settings tab if your sequence has already been activated. . With the HubSpot sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. I use sequences daily! I also recently wrote an article on how to use HubSpot Sequences to engage cold leads:Hi everyone, When someone signs up for our trial, we try to call asap. The best companies at lead nurturing also produce 50% more sales-ready leads at 33% lower cost per lead. Create tasks to keep your follow-up on point. HubSpot Platinum Partner & HubSpot Certified Trainer: Schedule a Meeting with Josh:. Connect now!HubSpot Sequences Guide: How to Drive Sales Efficiency (+ Video Tutorials) Get the lowdown on HubSpot sequences: what they are, how they work, the. 1. I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. I have gone to add our email signature to Hubspot, via Settings > General > Email > edit email signature . Start with a confirmation email. If your team are using Sales Sequences in Hubspot (e. To. . It will continue until a person actually responds, books a meeting, or meets whatever the criteria is to unenroll them from a sequence. Just started using Hubspot Sequences so still on a learning curve. She loves being part of the Bluleadz team and implementing SEO best practices with her content. if they go to our website and submit a form they are still enrolled. Have you changedFantastic post! Just to add to these points, other triggers that help me position these tools to new customers would be that one tool is can be positioned 1:1 (sequences) and the other 1:Many. Set up the details for the Jira issues you'll be creating. Happy to show you how we do that if you like. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). This is because the ability to enroll mass lists of contacts already exists as part of HubSpot's Marketing Hub. The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). Overall, I'd also recommend aligning with sales on which lifecycle stages marketing. e. Prospecting emails are also sometimes referred to as "cold. The simplest option would be to create a task at the end of the sequence to pick the next company contact. Connect with the apps your team already uses. DAY 9. We use cookies to make HubSpot's community a better place. 1) Make a flowchart of your sales process and insert all the fucntions for when a Sequence COULD be used. English English Español Português FrançaisThat was VERY helpful. Then you'll know how to automate more of your sales process. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. . Understanding the Importance of Segmentation Best practices with sequences are highly dependent on A) your job role, B) the action(s) you wish for the recipient to take, and C) the type of people you are communicating with and their buyers journey - but some are pretty universal. Let’s take a look at the most important email nurturing benefits. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Then follow-up with a. Hi . State All DBrazil on November 17, 2023 Formatting Frustration in Sequences Not sure if this is just a 'me' thing but any tips to improve workflow are. Types of Email. Mailer #1 would actually be Task #1, Mailer #2 is Task#2 and so on and certain days of the sequence. Hi community. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I would to have some tips about the best practice to manage alternative deals. m. Sequences send emails from your connected inbox as sales emails. To learn more, and to see a full list of. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. . This number is expected to rise to 95 emails per person per day by next year, and reach almost 100 by 2018. Email Reply Rate: ≥2. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. CMS is Wordpress. 5. They should be a key element to your. The types of workflows that you can create depends on your HubSpot subscription. In the left panel, choose Start from scratch or select a pre-made sequence template. Hey @fierceweek this isn't possible at the moment unfortunately. Unfortunately not, no. Hi , the way I would handle this is to create a property using the rich text property type, then you can update this property for all 10 using the bulk edit before enrolling in the sequence. HubSpot email sequence best practices. A lot of the manual steps can indeed be automated with workflows. Powerful Sequence Ideas. Here is a short video walking you through how to see which contacts have opened your sequences. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Now when we do marketing campaigns, I am able to create a list of people who opened the marketing email. 6. Can't delete Templates or Sequences. In the top right, click Create sequence. 8 Best Practices For The Perfect Email Onboarding Sequence 1. You can also use contact based workflow to automatically unenroll contacts. I had pasted the text from a google sheet and had reformatt. So, here are some best practices for segmenting your audience based on your HubSpot email workflows vs sequences decision: Segmenting Your Audience in HubSpot for Targeted Campaigns Including a striking piece of information or research will give your lead something that they’ll remember later on their path to becoming a customer. Hello all, I am reaching out on behalf of the HubSpot Product team to inform you that this idea: Enable mass enrollment in sequences is Not Currently Planned. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. 0. This can then be filtered by company type and whether the company is a client or not. This is the code HubSpot generates. After the convo, we usually change the leadstatus. The Enterprise plan is HubSpot’s most powerful customer service plan. . Emails cannot be used in Sequences; Emails are used in. Some opportunities just present themselves at the perfect time, and if you can capitalize on them, it will greatly increase your chances of success. With this in mind, I have the following clarifying questions if you don't mind: Is this happening for a single contact or multiple contacts? has it happened since Feb or are you troubleshooting a sequence that's gone? is there. However, here are the raw list criteria to get you the data you're looking for. Task 4: Analyze Sequence. 8%. Recordings of the workshops you have attended. To learn more, and to see a full list of cookies we use, check out ourWe use cookies to make HubSpot's community a better place. With HubSpot, you can easily create stunning content, capture leads, and close deals. Take time to understand customers. First Tactic: Limit our sequences to 15-20 steps over 30 days. " (HubSpot customers: Learn how to personalize the "From" name and email address here. Sometimes we get a call back from the prospect and do a discovery. Hello HubSpot Community, I'm currently using HubSpot for my prospecting efforts and have set up a sequence with the following steps: Automated Email. In the left panel, select Start from scratch or select a pre-made sequence template. They can also help you create workflows to: Remind sales reps about calls and timing; Send emails; Update data for audience segments; HubSpot customers: Action-based notifications can also help you stay on time with every step in your sales cadence. Click on From scratch. This ensures your reps can schedule personalised communications while the finer details are still front-of-mind, rather than relying on notes a few months down the line. The term “HubSpot sequence” refers to an automated series of sales emails sent to contacts from an email address you’ve connected to your HubSpot inbox. April 17, 2018 02:11 AM.