#HUBSPOT AUTOMATION SEQUENCES HOW TO#
#HUBSPOT AUTOMATION SEQUENCES PDF#
#HUBSPOT AUTOMATION SEQUENCES MANUAL#
#HUBSPOT AUTOMATION SEQUENCES PRO#
#HUBSPOT AUTOMATION SEQUENCES CODE#

We’ll take a brief look at what each tool provides and how it can be used to enhance your sales and marketing operations. Gartner Research says companies automating their lead management can see a 10% or greater increase in revenue in less than a year.įor sales and marketing automation, two of HubSpot’s most powerful tools are Workflows and Sequences. By automating sales and marketing follow-ups, you can continue to nurture leads without having to manage the outreach.Ĭompanies that excel at lead nurturing generate 50% more sales-ready leads and save a third of their costs, according to Forrester Research. Automation helps you deliver the right type of email content to the right customer based on behaviors and actions. Of course you can customize this in any manner you choose.HubSpot calls it a marketer’s best friend: marketing automation. The resulting workflow would look something like this:

Then configure the Body (I recommend personalization of Email – First Name – Last Name ) to alert you to the name of the contact.

Choose the Recipients and Subject according to your needs.

Choose Send internal email notification.

Then click the + below the trigger to add a step.

Then type in the URL that should trigger the alert (i.e.

Choose Contact Based and Blank Workflow and click Next.

Click the button Create a Workflow > From Scratch.

If those 3 are true you can build a simple workflow as follows:

#HUBSPOT AUTOMATION SEQUENCES PRO#

You must have Marketing Hub Pro or Sales Hub Pro plans (or greater).

#HUBSPOT AUTOMATION SEQUENCES CODE#

You must have the Hubspot site tracking code installed on your website.

via import, opt-in through a form to receive a marketing asset, manually inputted, etc.).

The contact (and their email address) need to be captured within Hubspot (i.e.

For this to happen the following has to be true: That being the case, an ideal moment to enroll a contact into a sequence is when they’re viewing one of the following pages on your website:Īt this point, you may be asking yourself ‘how would I know that?’ Unlike a workflow, you don’t need to set up these goals in a sequence. That means if anybody enrolled in the sequence performs either of those actions, they leave the sequence.

Contact books a meeting (one that exists as part of your Hubspot meetings calendar).

I’ve yet to mention it, but Hubspot sequences contain a 2 built-in goals: 1 Useful Tip about When to Enroll a Contact into a Hubspot Sequence Besides, Hubspot places a daily limit on these, so we can’t merely fire off these sequences to every single contact. So we need to be judicious about when to trigger these. And we humans only have so many hours in our work days. It requires a human to decide when to enroll a contact into a sequence. In a Hubspot workflow, a nearly unlimited amount (100’s or even 1,000’s) of contacts can self-enroll per day.

You can only enroll a limited number of contacts into a Hubspot sequence per day.

Therefore, Hubspot sequence emails typically have better deliverability. Google Workplace, Office 365, etc.), whereas workflow emails originate from Hubspot servers.

Hubspot sequence emails originate from your email client server (i.e.

In the case of a sequence, a member of your organization must manually enroll the contact in Hubspot.

Enrollment is automatically triggered by an action taken by the contact (i.e.

#HUBSPOT AUTOMATION SEQUENCES MANUAL#

All steps in the Workflow are typically fully automated (though you can incorporate manual steps too, just as with sequences).

They key factors that distinguish this from a Hubspot sequence are the following: In fact, achieving the goal may even enroll them into a subsequent workflow.

downloads another piece of content, signs up for a free trial to your service, etc.) then they would likely exit the workflow. Ultimately, that workflow may have a goal associated with it. Of course, depending on the actions of the contact, that workflow can twist and turn in many different directions.

Once the contact submits the form, Hubspot enrolls that contact into a workflow which sends them a series of emails.

#HUBSPOT AUTOMATION SEQUENCES PDF#

You post a gated PDF lead magnet to your site, which requires a contact to fill out a form to access the PDF. Here’s an example of a typical workflow use case. Where a sequence is typically a function of the sales team, workflows tend to be more a function of marketing. Many clients confuse these with ‘workflows’, which are similar in nature but have a different purpose. Perhaps 5 of these actions spread out over a 14 day period. Ideally you should space out these actions over a series of days. For those unfamiliar with sequences, they allow your sales team to manually trigger a series of events including (but not limited to) the following:

#HUBSPOT AUTOMATION SEQUENCES HOW TO#

I often get asked how to use Hubspot sequences for maximum effect.

Hubspot automation sequences