How to create sequences in HubSpot

In this HubSpot tutorial, we will walk you through how-to create sequences in HubSpot.

You can send a series of targeted, timely emails to nurture contacts over time and when contacts reply to the email or book a meeting, they will automatically unenroll from the sequence.

Steps to follow:

1. In your HubSpot account, navigate to automation and then select Sequences.

2. Click Create Sequence.

3. In the left panel, select Start from scratch or select a pre-made sequence template.

4. Then, click Create sequence.

5. In the sequence editor, click the edit pencil icon and enter a name for your sequence.

6. To add a step, click the plus icon.

7. In the right panel, select an action. You can add automated emails or create task reminders.

8. To send an automated email, click Automated email.

9. To create a new template, click Create new email template.

10. To filter your existing templates, click the Existing email templates dropdown menu, or use the search bar to look for a template. Then, select a template from the list.

11. To create a task reminder, click Email, Call, or To-do.

12. Enter a title for the task.

13. To mark the task as high priority, click the Priority dropdown menu.

14. To add the task to a queue, click the Queue dropdown menu.

15. Enter the task details in the Notes field. Use the toolbar at the bottom to format the text, insert a link, or insert a snippet.

16. You can add a delay between two consecutive actions.

17. When you add the second action, you can select the delay in days before the next task will happen.
And this is how you can create Sequences in HubSpot.

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