9/8/2023 0 Comments Hubspot automation sequences![]() ![]() Why You Should Use HubSpot Sequences Take the guesswork out of follow-up Though email automation is the primary use for HubSpot workflows, you can also use them to assign leads who take specific action to a corresponding contact list, trigger tasks for your team to reach out to those leads, and more.” įor purposes of our businesses, we’ve primarily used sequences, as we want personalized one-on-one communication and for contacts to be unenrolled once they reply. “Workflows can also be used to trigger contact property changes, tasks for your sales or marketing team members, and more. They also aren’t connected to your inbox, so contacts can’t be unenrolled if they reply. They look more templated like an email marketing campaign and are often sent to large lists of contacts. HubSpot workflows on the other hand, are more like marketing emails. This means that if a contact responds to any stage in the sequence, they will be unenrolled. These look like personal emails sent from you to your contact and they’re tied to your inbox. Outside of the subscription plan, the key difference is that HubSpot sequences are meant to be used for one on one communication. Don’t worry though – sequences will change your life! So, you’ll have to have a higher subscription level to have access to workflows. HubSpot Workflows, on the other hand, come with a Marketing Hub Professional or Enterprise subscription. HubSpot Sequences come with a Sales Hub Professional or Enterprise subscription, or a Service Hub Professional or Enterprise subscription with a connected personal inbox. The main difference between the two is the subscription level required to use each of them. Want to learn more about setting up HubSpot and getting started with sequences: Contact The Media Captain! What’s the Difference Between a HubSpot Sequence and Workflow? Like I said, sequences take the guesswork out of your follow up process. When it’s time to complete any of the other tasks that aren’t automated, an event will appear within your tasks and you’ll get a notification to remind you. ![]() The automated emails will be sent out automatically (hence the name!). 3 days after that, you can set a task to follow up to your email with another phone call. 5 days later, you can send them an automated email. For example, on day one, you can have a task to call your prospect. You can decide how you want to space out each task. When I’m using sequences, for the most part I use automated emails and tasks for phone calls. Create a task to send an email yourself.You can do the following within your sequences: We know what is being said to who and when, which eases so much stress as a business owner. We never have to question whether outreach and follow-up is happening at the right time, because we’ve scheduled it exactly the way we want. Instead of having to rely on our sales team to put together the perfect messaging, we create templates to do this for them. This has been a game changer for both The Media Captain and Park Perfection. Learn More: Email Marketing Advice for eCommerce You’ll be able to rest easy and feel confident knowing that your team is reaching out to your prospects at the right time with messaging that’s been put together by you. Every email will be in your words and each phone call and follow-up will be scheduled at the right time for your business. You can set up a sequence for each member of your sales team, creating templates and tasks, which removes all of the guesswork for them. 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. Service Offering: Learn more about our HubSpot Marketing ServicesĪccording to HubSpot, with their sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. Learn More: Why Your Small Business Should Use HubSpot for Sales A huge part of that has been the ability to utilize HubSpot’s sequences tool. Our efficiency and organization has improved beyond belief and the software has really helped us scale our sales efforts. ![]() Utilizing HubSpot as our CRM has been a game changer for both The Media Captain, and our in-house beauty brand, Park Perfection. They take the guesswork out of what to say and when to follow up, making your sales process a breeze. Sequences are an invaluable tool within the CRM platform that allow you to automate your outreach and follow-up process. If you give up after too few attempts or if you aren’t consistent in your follow-up, it can cost you. In fact, “it takes an average of 8 cold call attempts to reach a prospect”. Prospecting is extremely difficult and when it comes to making a sale, consistency and follow-up is key. ![]()
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