11/2/2023 0 Comments Hubspot sequence examplesBe triggered “in bulk”, either by adding contacts one-by-one in the Sequence tool, sending an email to multiple people through your email provider, or using a workflow (if you have an Enterprise package).Be triggered from your HubSpot ad-on in your Gmail or Outlook (please note, Gmail requires the use of Chrome).to-do, call, or email) that can be added to a specific queue Include up to 10 emails-from SALES TEMPLATES, remember, not from marketing “emails” (these are found under ‘Conversations’ on the menu bar).We also recommend they connect their calendar to HubSpot, while you can still send sequences without this being connected, it is key for unerolment.Īll tools have set steps and elements that can be used with Sequences the limitations are in place to ensure that the customer experience is seamless and feels personal.They have connected their email to HubSpot.They have been allocated a paid seat (either Sales or Service) with access to Squences.Before you start asking sales or service teams to send sequences make sure they meet the following requirements: Sequences are one of the elements within HubSpot which require you to have a paid seat. This ensures that your Sequences feel more personal and meaningful. Here’s an example of what that sequence could look like.Ī great part of using HubSpot Sequences is that contacts will automatically be unenroled when the desired actions are done (usually replying to the email or booking a meeting). You’re sales rep then enrols them in a Sequence that ensures the conversation continues without the sales rep having to remember to send follow up emails if the lead goes quiet. That lead shows interest but doesn’t have time to talk. You’re sales rep picks up on the lead and makes a call to the lead. Someone enquires about your services on your website form.
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