App Tutorial

HubSpot Sequence Enrollment Guide: Steps & Tips

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 26, 2024
TL;DR

Enrolling contacts into a HubSpot sequence is a key strategy for automating outreach, with options for both individual and bulk enrollments. Bulk enrollment is ideal for post-event follow-ups or targeted prospect engagement, requiring 'Bulk enroll sequences' permissions. Understanding the difference between sequences and workflows is essential for effective use, with sequences suited for personalized sales emails and workflows for broader marketing automation.

Automating sequence enrollment through workflows can significantly enhance sales and service efficiency for Enterprise users.

Streamline your HubSpot sequence management and ensure your contacts are always up-to-date by automating with Bardeen.

How to Enroll Contacts in a Sequence HubSpot

Enrolling contacts into a sequence in HubSpot is a strategic approach to automate your outreach efforts. Whether you're looking to engage individual contacts or manage communications with multiple contacts simultaneously, HubSpot provides a flexible framework to personalize and automate email sequences effectively.

Discover how to automate the enrichment and updating of HubSpot contacts to ensure your sequences are always triggered with the most current information. Download the Bardeen app.

Bulk Enroll Contacts into Sequence HubSpot

For those looking to engage multiple contacts at once, HubSpot allows for bulk enrollment into sequences. This feature is particularly useful for follow-ups post-events like trade shows or conferences, re-engaging inactive accounts, or sending targeted messages to a segmented list of prospects. To bulk enroll contacts, you must have 'Bulk enroll sequences' permissions. Navigate to 'Automation' > 'Sequences', select the desired sequence, and then choose the contacts you wish to enroll. It's important to note that bulk enrollment adheres to email send limits and throttling, meaning emails may not send immediately.

Automate your follow-up process by integrating HubSpot with Salesforce, ensuring your sequences have access to the most comprehensive and updated contact list.

HubSpot Sequence vs Workflow

Understanding the difference between HubSpot's sequences and workflows is crucial for applying each tool effectively. Sequences are designed for one-to-one personalized sales emails sent from your connected inbox, ideal for direct engagement with contacts. Workflows, on the other hand, are used for broader marketing automation, capable of sending marketing emails, updating contact properties, and more, based on set triggers and conditions. While sequences focus on sales outreach with manual enrollment, workflows offer a more extensive automation capability with both manual and automatic enrollment options.

HubSpot Enroll Multiple Contacts in Sequence

Enrolling multiple contacts in a sequence is streamlined through HubSpot's intuitive interface. This can be done directly from the sequence tool, the lists tool, or the contacts index page. After selecting the contacts, you can customize the sequence's follow-up options and delays for all enrolled contacts. Each contact's sequence journey can also be personalized by adjusting the content of each email template and the timing of each step directly from the sequence editor.

Enhance your multi-channel outreach by integrating HubSpot with LinkedIn.

Automating Sequence Enrollment with Workflows

For Sales and Service Hub Enterprise users, HubSpot enables automated sequence enrollment through workflows. This feature allows you to set criteria for automatically enrolling contacts into sequences, enhancing the efficiency of your sales and service operations. Whether it's following up after a meeting or engaging leads based on their behavior, automating sequence enrollment can significantly streamline your communication strategy.

Remember, to enroll contacts in sequences, you must have a Sales Hub or Service Hub Professional or Enterprise subscription and a connected email inbox. Each contact can only be enrolled in one sequence at a time, and there are daily limits on the number of sequence emails a user can send.

Boost Your HubSpot Sequences with Bardeen Automation

Enrolling contacts into sequences in HubSpot can streamline your outreach and follow-up processes, ensuring that no potential lead falls through the cracks. While manual enrollment offers precision, automating this process with Bardeen can significantly enhance efficiency, especially for teams handling large volumes of contacts. For instance, automating the enrichment and updating of HubSpot contacts ensures your sequences are always triggered with the most current information, maximizing the impact of your outreach efforts.

Explore how Bardeen can automate various aspects of managing your HubSpot sequences:

  1. Enrich and update a HubSpot contact's record with new information: Automate the process of enriching HubSpot contact records with additional information using Clearbit, keeping your database up-to-date and ready for effective sequence enrollment.
  2. Sync all Salesforce Contacts to HubSpot: Seamlessly transfer contacts from Salesforce to HubSpot, ensuring your HubSpot sequences have access to the most comprehensive and updated contact list for your outreach efforts.

By leveraging these automations, you can ensure your HubSpot sequences are always powered by the latest data, allowing for more personalized and impactful communication with your contacts. Get started by downloading the Bardeen app

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