![]() ![]() To add an automated email, click Automated email.You can add automated emails, or create email, call or general task reminders. ![]() In the sequence editor, click the edit pencil icon and enter a name for your sequence.In the top right, click Create sequence.In the left panel, select Start f rom scratch or select a pre-made sequence template.In the top right, click Create Sequence.In your HubSpot account, navigate to Automation > Sequences.You can also customize the delay between sequence steps so emails and tasks execute when you want them to. Any tasks in a sequence will be assigned to the user who enrolled the contact into the sequence.Ĭreate a sequence using email templates and task reminders.These tasks do not execute automatically and need to be manually completed. If you're using HubSpot's integration with LinkedIn Sales Navigator, you can create tasks to remind you to send an InMail or connection request.Learn more about these limits in HubSpot's Product & Services catalog. You can view the total number of sequences created in your account in the top right corner of the sequences dashboard. There's a limit to the number of sequences you can create in your account.When using sequences, do also take note of the following: The user account has Sequences permissions.A team email address connected to the conversations inbox cannot be used to send sequence emails. The user account has a connected personal email address.The user account has an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seat.To create and execute sequences, the HubSpot user account must meet the following requirements: When creating your sequence, y ou can also create workflows from the Automation tab to automatically enroll contacts in this sequence. Workflows are another automation tool that you can use to automatically enroll records in a series of actions. After setting up and using sequences, you can segment your contacts with sequence enrollment properties. When contacts reply to the email or book a meeting, they will automatically unenroll from the sequence. You can also automatically create tasks to remind you to follow up with your contacts. With the sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. ![]()
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