TL;DR
To create an email sequence in HubSpot, start by ensuring your account has the necessary permissions and then navigate to Automations > Sequences to create and customize your sequence with emails and tasks.
This guide outlines the process of setting up effective email sequences, including adding steps and utilizing templates for sales and marketing success.
Enhance your email sequence strategy and automate with Bardeen to save time and personalize your outreach.
How to Create an Email Sequence in HubSpot
Creating an effective email sequence in HubSpot involves several steps, from initial setup to adding specific email templates and tasks. Here's a comprehensive guide to help you through the process.
Automate your HubSpot email sequences efficiently with Bardeen. Download the app and discover how to enhance your email marketing strategy.
Before You Get Started
Ensure your HubSpot account meets the necessary requirements: an assigned Sales Hub Professional or Enterprise or Service Hub Professional or Enterprise seat, a connected personal email address, and Sequences permissions. Be aware of the limit on the number of sequences that can be created and that tasks in a sequence will be assigned to the user who enrolled the contact.
Creating Sequences
To create a sequence, navigate to Automations > Sequences in your HubSpot account and click Create Sequence. You can start from scratch or select a pre-made sequence template. After creating the sequence, name it by clicking the edit pencil icon.
Adding Steps to Your Sequence
Steps in a sequence can include automated emails, manual email tasks, call tasks, general tasks, InMail tasks, and connection request tasks if using LinkedIn Sales Navigator integration. To add a step, click the plus icon and select an action. For automated emails, choose to start a new thread or reply to a previous email, create a new template or use an existing one, and set a delay for sending. For task reminders, enter task details, set a priority, and choose a queue. You can also add personalization tokens to your emails and tasks.
HubSpot Email Sequence Templates
HubSpot offers pre-made sequence templates to streamline the process. These templates are designed based on common sales and marketing scenarios, allowing you to quickly implement effective sequences.
HubSpot Email Automation
Email automation in HubSpot can be enhanced with workflows. Workflows allow for more complex sequences of actions, including automatic enrollment in sequences based on specific triggers. This feature enables a more dynamic and responsive email strategy. Enhance your email automation by integrating HubSpot with Salesforce, or sync HubSpot and Slack for instant alerts to keep your team informed.
HubSpot Email Sequence Examples
Examining HubSpot email sequence examples can provide insights into successful strategies. These examples showcase how sequences can be structured to nurture leads, follow up with prospects, and drive conversions. Analyzing these examples can help you tailor your sequences for maximum impact.
Streamline your email sequence creation in HubSpot with Bardeen's powerful automation playbooks. Check out how to Summarize and save new emails to HubSpot using OpenAI.
Remember, the effectiveness of an email sequence lies in its relevance and timing. By carefully planning each step and utilizing HubSpot's automation features, you can create sequences that engage your audience and contribute to your marketing and sales goals.
Boost Your HubSpot Email Efficiency with Bardeen
While crafting an email for a sequence in HubSpot can be done manually within the platform, automating this process can significantly enhance efficiency and personalization. Automations like these are particularly beneficial for sales and marketing professionals, enabling them to focus on strategy and engagement rather than manual tasks. For such automation needs, Bardeen offers a suite of playbooks designed to streamline your HubSpot email sequences and more. Explore these playbooks and get started by downloading the Bardeen app.
- Summarize and save new emails to HubSpot using OpenAI: Automatically summarize and save new email contents as tickets in HubSpot, making it easier to manage and respond to email inquiries efficiently.
- Create a HubSpot ticket when an email is forwarded: Transform forwarded emails into HubSpot tickets instantly, streamlining customer support and inquiry management.
- Automatically Create HubSpot Contact from Gmail Email: Effortlessly convert new email contacts into HubSpot contacts, ensuring your CRM is always up-to-date with potential leads.
.svg)
.svg)
.svg)
