Automatically unenroll contacts when they book a meeting or email you back. . When you're building a sequence, best practice is to connect it to the why behind your follow-ups. See full list on blog. First, I love the perspective from . English English Español Português FrançaisThink of a strategy and cadence to constantly review contacts and tag as non-marketing the ones you won't be engaging with ads or marketing emails. CMS is Wordpress. She loves being part of the Bluleadz team and implementing SEO best practices with her content. I wanted to refer you to this related post where @karstenkoehler explains how to add a meeting link to an email template and shares screenshots of what the template looks like when you add a personalization token for an owner that has multiple meetings. Step 6: Call – use a template for specific persona in this sequence. HubSpot Emails and Workflows. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Optimize for SEO. 42% of sales reps find prospecting to be the most challenging part of the sales process, according to HubSpot. Sequences. . Hi Thank you for this information. HubSpot Platinum Partner & HubSpot Certified Trainer: Schedule a Meeting with Josh:. Include your recipient’s name in the "To:" field. Enter your sequence’s name and click the “Create” button. Step 3: Send a manual email with personalization. E. workflows are and go into HubSpot sequences best practices, HubSpot sequences examples, and HubSpot. Connect now!HubSpot Sequences Guide: How to Drive Sales Efficiency (+ Video Tutorials) Get the lowdown on HubSpot sequences: what they are, how they work, the. - Use personalization tokens in HubSpot marketing emails. I've been using Hubspot for quiet some time now. We use cookies to make HubSpot's community a better place. Emails cannot be used in Sequences; Emails are used in. Keep also in mind that sequences have automatic unenrollment. In a word, automation. Hello Jessie, In order to achieve what you want, you need to have the "sequences" functionality activated in your Hubspot account. We use cookies to make HubSpot's community a better place. Start by checking that your subscribers are real people with legitimate email addresses. Then add valuable content. E. seek advice, and stay updated on the latest trends and best practices in using HubSpot Sales Hub. If you’re looking to save time, enhance your outreach, and nurture leads effectively, this. You can also try a different outreach tactic and mix in calls into your outreach sequences as well. Day 2. 10. Click on the “Add email” button to add an email to your sequence. Apply Sequence Best Practices. Depending on your use case, you may have options for additional sequences or. 1. Consider these best practices: a. The following templates have 60% or higher open rates, 8% or higher click-through rates, and 30% or higher response rates. Clean your mailing list regularly. A Note On HubSpot Workflow Goals When creating a contact-based workflow, you can set a workflow goal to focus on your workflow's objective and measure your workflow's success in nurturing contacts. This would then of course have a manual element to it but it's by far the simplest option, especially if you're on a Professional subscription. Step 2: Call – use a template for . Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion. For a sequence you might want to clone one and change some emails or some specific actions in it, instead of having to entirely recreate your existing sequence you can just clone your existing one and edit the cloned one. For ease of use, we want to keep as much in HubSpot as possible so our Sales Team doesnt have to juggle mulitple platforms. It might seem simple, but that opened email can lead to a closed-won deal. If you have a deal pipeline in HubSpot and it synced with Salesforce then you can create a simple deal-based workflow in HubSpot with having trigger of deal like below : And later on you can enroll all contacts having lead status "POV" in a seperate sequence. In the top right, click Create sequence. Hi , Thanks for reaching out! I wanted to refer you to this blog post that has helpful tips on how to reduce your bounce rate. Avoid using 'No-Reply' in the sender's email address. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. " That will tell you what's consistent across every Lead -- that's th. HubSpot’s sequences tool enables you to: Create. 1. The email reply will also be logged on the CRM record. We use cookies to make HubSpot's community a better place. Click on the “Create Sequence” button. In this case, it. Once this view is opened by your BDRs, the tab will automatically remain pinned on the index page unless. Day 2. " That will tell you what's consistent across every Lead -- that's th. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 7. But sequences aren’t just a set-it-and-forget-it. Multiple Meeting Links and Sequences. Can't delete Templates or Sequences. We use cookies to make HubSpot's community a better place. The problem is: when I'm creating this automated email, it´s impossible for me to send this email replying my previous email (it's necessary to create a new automated e-mail with a different subject). There are common templates for both that solve for most common uses. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Customer Lifecycle Management Best Practices 1. Up first in the HubSpot Workflows vs Sequences contest, we have the HubSpot workflows. In this article, we will explore tips and best practices for optimizing lead nurturing in HubSpot to drive better engagement, conversions, and ultimately. I am looking to create contact reports and lists based off of the known sequences that contacts may have been a part of recently, or in the past. The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). A lot of contacts show 1 open on emails, which I know is just the spam filter. In the right sidebar, select Create Jira issue . Published: February 23, 2016. ) The list will then populate with contacts associated to. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We have HubSpot Sales Professional, but I'm not sure the workflow is exactly what we would need here. Is it best practice for each sales rep to clone my sequence template (for lack of better words) and create their own sepe. Hello! I'm new in Hubspot and we're setting up the system in our company. Like marketrunner says, sequences are 1 to 1 automated outreach (primarily used for sales team outreach), vs workflows which can be used in hundreds of ways. Understanding the Importance of Segmentation Best practices with sequences are highly dependent on A) your job role, B) the action(s) you wish for the recipient to take, and C) the type of people you are communicating with and their buyers journey - but some are pretty universal. We use cookies to make HubSpot's community a better place. Hey @fierceweek this isn't possible at the moment unfortunately. Personalize when you can. No views 5 minutes ago. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Example: A post-demo follow-up should include information about the demo, notes on what you talked about, and next steps. Hi there, I created a free Hubspot account to send website visitors a series of free breath meditations. Setting up HubSpot sequences can help you set the stage to close more sales. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. I've lightly edited the templates so you can tweak them for your industry, market, product, and prospect. Your CRM is the key to acing this approach. Especially if you are using Hubspot to manage wider ABM campaigns. You're going to hear this again and again throughout this post — but you can't prospect effectively if you don't qualify your prospects. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When not working, she loves to read, write fiction, and long distance running. com Understand and get started with HubSpot sequences' best practices. At HubSpot we found that that emails sent from "Maggie Georgieva, HubSpot" perform better in terms of open and clickthrough rate than emails sent from just "HubSpot. English English Español Português FrançaisTips, Tricks & Best Practices; Sequence Opens List; Tips, Tricks & Best Practices. Keep it short. , recognition by the analyst community like Gartner). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . In your HubSpot account, go to Automation > Sequences. e. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. . Set up the details for the Jira issues you'll be creating. Once you're happy with the workflow, set it live. Another thing that will ensure the success of your outreach sequence is to incorporate 1-2 sentences of a case study. 7. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Those are the priority contacts, so I don't. Originally designed to segment and nurture contacts with top-quality email marketing content, contact-based workflow functionality has expanded to i nclude. . They should be a key element to your. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. One-on-one interactions. However, I need to change the "OR". If you want to keep sending emails, you would have use automated m. In your HubSpot account, navigate to Marketing > Planning and Strategy > Campaigns. A sales automation tool can help you maintain sequences for prospects at all stages of a cadence. But not sure if your particular scenario is included. Recordings of the workshops you have attended. Hi @A_Walters,. Tricks & Best Practices. Once you've considered all of these factors and documented your process, you're going to review your work. Our total revenue increased by 215% since we started sending these templates in a sequence. Hi, We have just encountered a situation where a sequence is sent to a client in the middle of a new deal. One such tool that can significantly streamline your sales process are HubSpot Sequences. What to include in a HubSpot sales sequence (Best practices) What are HubSpot Sequences? HubSpot Sequences are a set of tools in the Sales Hub that. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A linear attribution model, also known as an even-weighting attribution model, gives equal credit for a conversion to every touchpoint in the buyer's journey. (In a contact-based list, you can filter for deal properties. Optimize marketing, sales, and customer engagement with INSIDEA's expertise. As a Free user, I run. I had pasted the text from a google sheet and had reformatt. Happy to show you how we do that if you like. Understand your goals and your customer's mindset. The concept itself rests on comparing multiple options, so naturally, if you want to A/B test CTAs, you need more than one. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. The simplest option would be to create a task at the end of the sequence to pick the next company contact. Click on Create workflow. For every $1 spent, it yields $40 in revenue. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When I'm working a lead, whether it's in marketing or in the SQL process, I think about the journey we're on together. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). We use cookies to make HubSpot's community a better place. How you do this will vary depending on the A/B testing tool you use. What Are HubSpot Sequences. The only way to delete sequences right now would be via the UI, which I believe is limited to just 1:1. Source. and later local time (call), five minutes before and after the hour (email) Day of week: Thursday and Friday. 4. If in doubt I'd break your list into small lists and send batches of emails as a test. (Knowledge base: Enroll and unenroll contacts in sequences using. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). However, if you want to avoid double email trouble and overmessaging, I'd recommend setting up marketing email exclusion lists based on the contact property "Now in sequence". Prospecting emails are also sometimes referred to as "cold. Hi , what exactly do you mean by list? A list of what exactly?We use cookies to make HubSpot's community a better place. Then follow-up with additional resources (on-demand courses, a checklist, a video). That's great! I w. Other notable advantages are as follows. Our sa. To. Most people keep the copy short and sweet to encourage click-throughs, though some notable newsletters take the opposite approach. We’ll guide you on how to flex your best Service Hub muscles: you’ll get recommendations on how to utilize your data in HubSpot, learn how to set up a help desk for the first time, and get best practices. Josh. You would also need to update your template in the sequence to use a personalization token for this proper. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. One thing to think about when it comes to running your process in HubSpot (or really any customer success tool) is that it's internal facing, so as much as you get setup your customer doesn't have visibility. It also applies to all email sequences in different tools. After that call, the contact is owner is required to manually set Lifecycle Stage to one of three possibilities: Lead, MQL, or SQL. These emails are sent through HubSpot and the from address. You can also. Sure, it might also include a non-sequence email but that would mean that someone would send additional sales emails from HubSpot to a contact already enrolled in a sequence – unlikely and even if the contact replied to a non-sequence email, "Replied" would be a valid value. Give your subscribers autonomy. Turn on suggestions. Search Tips, Tricks & Best Practices for solutions or ask a question cancel. 1. Hi some things cross my mind: - are you enrolling contacts in different sequences at the same time? - may be an issue of surpassing the email limits you can send per day? 500 or 1000 depending on having Enterprise ou Professional - might it be the sequence setup? - does your sequence include tas. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. In the sequence editor, click the edit pencil icon and enter a name for your sequence. We use cookies to make HubSpot's community a better place. (see image) - HubSpot Sequences (using pre-saved Templates) can use personalization tokens. Like in the previous best practice, you’ll want to use your leads’ engagement behavior to decide when to send your emails. Developing a sales funnel email sequence can take a little upfront work — but it can pay off in major time management value. Although w. PamFilter out sequence emails in activity report? Hi @dmattauch , Not in a report based on the data source "Activities", no, only in reports based on "Sales email":With HubSpot Sequences, you can standardize your content across your sales team, ensuring that your messaging is consistent and on-brand. Third, you can share best practices for your industry. 2. Segment Your Audience: Tailor your sequences to specific audience segments. We will notably talk about how to set up read more. Sequence Management, is there a calendar view? Hi @KHassen30, As far as I know there isn't, no. Despite clearing the formatting each time I'm still getting a few lines that slip through the nest and look out of place. Best Practices When Using Sequences Identify your goals. [Please note: users must have Workflows access permission to use workflows. Sequence Enrollment Limit via Workflow. However, the contact is still enrolled in. Re: Enable mass enrollment in. The platform is designed to scale. This number is expected to rise to 95 emails per person per day by next year, and reach almost 100 by 2018. Hope this helps!Looking for advice from more advance Sales Hub users. A prospecting email is a type of outreach that a salesperson sends to a potential customer to introduce themselves and the benefits of their business. Hi , I can see that the screenshot you're showing is from 14th Feb. Utilising them helps you create personalised outreach that has the potential to yield greater customer interest. This will occur if you selected. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Encouraging your lead to interact with your business through a call-to-action pushes them toward a conversion. With HubSpot, you can easily create stunning content, capture leads, and close deals. 6. A lot of the manual steps can indeed be automated with workflows. Hi , A contact from the same company replies to the sequence email or replies to an email outside of the sequence. These emails are sent through HubSpot and the from address can be customized in the. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi Guys, I want to align the cookies button to the right of the page, it automatically goes to the left, I have tried amending the code with no luck. Specificity is key to a good sequence. Thank you - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the workflow). . Retargeting. This ensures your reps can schedule personalised communications while the finer details are still front-of-mind, rather than relying on notes a few months down the line. It was for a home builder, so the buyer was under contract, but the sales agents had to maintain the relationship while the home was under construction until the buyer could close and the deal was funded. Tips, Tricks & Best Practices. . Hi To effectively log emails and calls, track the stages of contact engagement, and generate reports based on these activities, you can utilize a combination of HubSpot's features, including lifecycle stages, tasks, and custom reporting. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). We'll discuss how the HubSpot sequence works, why you should use it, how to use Sequences effectively, what features are available in Sequences and. Sales professionals could better use their limited time focussing on inbound sales tactics, such as social selling, just for one example. We use cookies to make HubSpot's community a better place. Generally, I would always set up sequences to tell a story – from a first touchpoint and 'Hello' to a last chance to reply and 'Goodbye'. Have you changed Fantastic post! Just to add to these points, other triggers that help me position these tools to new customers would be that one tool is can be positioned 1:1 (sequences) and the other 1:Many. In your HubSpot account, navigate to Automation > Sequences. Visit our products and services catalog to see. We use cookies to make HubSpot's community a better place. This can improve the quality of your content and help you build a stronger brand identity. It's not quite a complete solution, but it helped to give me a better understanding of the influence and usefullness of sequences. Powerful Sequence Ideas. Hubspot onboarding, sequences and workflows. Optimize the email's preview text. HubSpot will automatically split traffic to your variations so that each variation gets a random sampling of visitors. Is there a way to use a workflow to set a trigger when that specific first sequence ends, to have it auto-enroll those prospects that didn't reply into the second sequence?The best email subject lines are creative, compelling, and informative without giving too much away. For tests where you have more control over the audience — like with emails — you need to test with two or more equal audiences to have conclusive results. Connect with the apps your team already uses. 1. (In a contact-based list, you can filter for deal properties. Don't be afraid to adjust as needed to resolve issues or improve the performance of your email automation workflow. This is because timing is very difficult to scale, and you can’t force it whenever you want. For Admins and Reps: Outbound sequences are the heart of your sales efforts, and how you approach them can significantly impact your pipeline generation and revenue. Then, click Create. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Segmentation is an important part of sending great emails. With sequences, you are in most cases selecting individual contacts to be enrolled into automation, but. (Knowledge base: Enroll and unenroll contacts in sequences using workflows) In your HubSpot account, go to Automation > Sequences. This should be a unique campaign that other users in your HubSpot account will easily understand. You can send a sequence of. Allow cookies. I've worked very closely with Sales teams for the past 4 years, and when I bring up sequences as a tool to use, I'm sometimes greeted with "But we do outbound prospecting also, how can it help us there?" However, I would always challenge them that the sequence tool is more than a way of sending automatic emails to engage with your. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. " Create a New Sequence: If you haven't created a sequence yet, click "Create Sequence" and set up your sequence with emails, tasks, and delays. 1. Was received on time but on mobile the text appears concertina-ed, and is illegible. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. Start with a confirmation email. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Single Customer Account. Yes, it is possible to send personalized images to each person in your HubSpot sequence. To create an effective email sequence, you'll need a few tools to get started: 5 Best Practices for Managing HubSpot Sequences Build Sequences for Each Stage of Buyer’s Journey To provide the best experience possible, it’s recommended to create Sequence emails for each stage of the buyer’s journey so that you can nurture leads quickly and effectively. Provide personalized solutions. When implementing a website carousel on your site, it's important to do so in a way that enhances your user experience (UX). Choose Contacts: Once your sequence is set up, navigate to the "Contacts" section, select the contacts. Throughout the entire customer journey, the best teams have a consistent, multi-channel cadence to communicate with their buyers and customers. You may also be able to use the Sequences Tool in the CRM, but that requires you to have a Sales Pro account. Email 3: Social Proof + Invitation to Chat. HubSpot email sequence best practices. Step 2: Call – use a template for . . 2) Timing. Gather insights from your. B2B Email Template That Gets an 80% Response Rate in 24 Hours. if they go to our websit read moreYou should outline when team members would have to deviate from the designated sequence of steps. These workflows are built on a foundation of triggers, actions, and. . Benefits of using LeadsBridge integrations for HubSpot. My understanding of this is that they won't be unenrolled unless they reply to one of the sequence emails. We have ID'd like 6 different points in a. Then, test your instructions by completing the task as outlined. I want to create one where they get the next ema. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Most salespeople make their prospecting calls early in the morning and early in the week. Sales Email Sequence Out of Office. I was wondering if there was a way to trigger a workflow that once a contact gets to a certain step in a sequence, let's say step 3, I could then send through marketing emails about our upcoming webinar. These email sequences are typically specialized to address specific pain points that the prospect being emailed has expressed in order to better move them along the sales funnel. Happy to show you how we do that if you like. See screen shot. We build out a sequence with a combo of emails + calls + direct mail (tasks) and utilize a list to segment and to make it easier to bulk add. How you determine your sample size will also vary depending on your A/B testing tool, as well as the type of A/B test you're running. Share this 5 HubSpot Sequences Best Practices: Tips to Master Email Marketing by Sawyer Klein on May 2022 Email marketing is an effective tool to create personalized. . I tend to copy and paste chunks of text to personalise my sequence emails as I go through them. To create and execute sequences, the HubSpot user account must meet the following requirements: The user account has an assigned Sales Hub Professional or. Here are four of the most common multi-touch attribution models to help you get started. Understand your ideal customer profile. If you want to personalize this email or send a different email based on a record property, using if/then branches: Tickets. I can't add to what he said. Make sure the contact, company and deal are associated as you will need this for reporting. Since email service providers evaluate mass emails much more critically than one-to-one emails, deliverability rates. You can also use this same method to see specifically who replied and who clicked, just use the properties: Recent sales email replied date. Learn how the tool works and tips for creating effective sales emails. Email marketing done correctly has the best ROI. Creating a strategy and integrating a sequence can be incredibly powerful when it comes to automated outreach. g. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). 3 Ways to Segment for Success. With the HubSpot sequences tool, you can send a series of targeted, timed email templates to nurture contacts over time. Building a good sales cadence or sales sequence by following strong sales cadence examples can make your sales team more productive and enforce the use of best practices in your team’s selling efforts. In the left panel, choose Start from scratch or select a pre-made sequence template. To add a Create Jira issue action to a workflow: In your HubSpot account, navigate to Automation > Workflows. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. The idea is that after a contact (prospect) opens a marketing email more than 4 times (or a significant number), then the contact owner recieves an email. HubSpot’s automation engine is built on one unified CRM platform, connecting data across business functions and integrating with favourite apps like Jira and Slack. It also applies to all email sequences in different tools. For a fully automated option, you would need: Custom code actions (available in Operations Hub. Stick to fewer than three typefaces. Tips, Tricks & Best Practices. Here are some HubSpot sequences best practices so you can create effective HubSpot marketing sequences that will help you to nurture your leads and prospects, close more deals, and grow your business. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When you have hundreds of contacts enrolled in a sequence, it would be great to be able to. When someone replies, books a meeting etc, a contact leaves the sequence automatically. Overall, I'd also recommend aligning with sales on which lifecycle stages marketing. If I'm going to send someone a couple of emails and maybe call them, I better add specifics and not just "Let's do business. I sent it to an icloud email address. Task 3: Change Lead Status. . . . For example: 1. )?Hi , Sequences and marketing emails behave differently. Customize access to bulk actions, property settings, and the workflows tool. Email 4: Follow-up Email. Bounce Rate: <2. But when we do the sequence, I am unable to do the same. Nearly two-thirds of our respondents said that email nurturing was the best way to re-engage leads. I recently joined new real estate company and they are looking to onboard HubSpot CRM so wanted to know if HubSpot is best fit for real estate business and which hubs will be used mostly. The video's I can find on YT seem to get other stuff than what I get when I follow the steps. It also allows you to segment your sequences so. Mistakes can happen, so monitor for anomalies. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Forrester Research found that companies focused on the customer experience grew 40% faster and increased customer lifetime value by more than 60% versus those who didn’t. Split your sample groups equally and randomly. 2. I do this with my business development rep as a part of a sequence and set the mailers up as tasks. English English Español Português FrançaisDiscussions. Here are the rules that we developed with RevShoppe to put these goals into practice inside of Outreach: Goal 1: Keep sales outreach cycle organized and efficient. See here:Contact-based workflows is an object-based workflow originally rolled out in August 2012 at the inaugural INBOUND marketing conference — and they’ve come a long way in eight years. The Problem: We use JotForm and HubSpot. A sales automation tool can help you maintain sequences for prospects at all stages of a cadence. In the top right, click Create sequence. 4. Hi , Depending on how you're sending sequences this is both possible and not possible. 5. You can also use contact based workflow to automatically unenroll contacts. Provide easy navigation. They are currently in planning by the Product Team. . Your tech business does something special. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). This is because the ability to enroll mass lists of contacts already exists as part of HubSpot's Marketing Hub. Then you'll know how to automate more of your sales process. HubSpot email sequence best practices. Technically we can offer two, three or. HubSpot’s sequences tool is another automated tool that allows you to send a series of 1:1 email communications that are targeted and timed email templates helping you to further. What I want to do is make it so that once an email gets 2+ opens, it adds a call task.