Overview
The HubSpot sequences tool allows you to send a series of timed emails to nurture contacts over time. You can also automatically create tasks for follow-ups.
Contacts will automatically unenroll from the sequences if they reply to the email to book a meeting. You can segment your contacts with sequence enrollment properties, once you're done setting up sequences.
Who is HubSpot best suited for?
HubSpot is best suited for a wide range of professionals, including Sales Teams, Marketing Managers, and Customer Service Representatives. For example, Sales Teams can use HubSpot for managing customer relationships and tracking sales pipelines, Marketing Managers can leverage it for running and analyzing marketing campaigns, and Customer Service Representatives can use it for managing support tickets and improving customer engagement, all benefiting from HubSpot’s integrated CRM and comprehensive marketing tools.
Here's an interactive demo on how to create sequences:
Step-by-step instructions to follow: Start by clicking on the Automation section.
- Select Sequences from the dropdown.
- Click on "Create from scratch"
- Choose your desired action as your first step. We're starting with Automated email.
- Add your email content
- Select 'Create Template' to start crafting your email.
- Enter a name for your new template.
- Enter a subject line for your email.
- Add your email body content.
- 10. Let's add some personalization.
- Select the personalization token you'd like to use.
- Choose 'First Name' as your personalization token.
- Once done, click 'Save Template'.
- Step #1 is ready. Let's add another one by clicking the + icon.
- We're adding a Call task as a step.
- Click on "Get a task reminder to make a call"
- Select the priority of the reminder.
- Include this step in your sequence by clicking 'Add'.
- Once finished, save your sequence by clicking on 'Save'.
- Give a name to your sequence.
- Finally, save your sequence and you're done!
Common FAQs on HubSpot
Commonly asked questions about this topic.
How do I integrate HubSpot with my website?
To integrate HubSpot with your website, log in to your HubSpot account and navigate to the “Settings” menu. Under “Tracking & Analytics,” select “Tracking Code.” Copy the tracking code provided and paste it into the HTML of your website, just before the closing </head> tag. This code will enable HubSpot to track visitor activity and gather analytics data from your website.
Can I automate marketing emails with HubSpot?
Yes, you can automate marketing emails using HubSpot’s workflows. Go to the “Automation” tab and select “Workflows.” Click on “Create workflow” and choose a template or start from scratch. Set your triggers, such as form submissions or page views, and define the actions, like sending emails, updating contact properties, or adding contacts to lists. Customize the email content and schedule to automate your marketing efforts effectively.
How do I create and manage a sales pipeline in HubSpot?
To create and manage a sales pipeline, go to the “Sales” tab and select “Deals.” Click on “Create pipeline” and define the stages of your sales process. Add deals by clicking on “Create deal” and filling in the necessary information, such as deal name, amount, and associated contacts. You can move deals through the pipeline stages by dragging and dropping them, and use the pipeline view to track the progress of your sales opportunities.
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Frequently Asked Questions about how to create and edit sequences in hubspot
Commonly asked questions about this topic.
What integrations does HubSpot support for creating and Edit Sequences?
HubSpot typically integrates with popular tools like Slack, Google Workspace, Microsoft 365, and Zapier for cross-platform automation. These integrations help connect creating and Edit Sequences workflows with your existing tech stack. Check HubSpot's integration marketplace for specific connectors relevant to your use case.
Interactive demos see 7x higher conversion rates compared to traditional demo videos. Supademo was named the #5 fastest-growing software product on G2 in 2025.
Is HubSpot suitable for enterprise-scale creating and Edit Sequences?
For enterprise teams, evaluate HubSpot's admin controls, SSO support, permission granularity, and audit logging capabilities. Scalability depends on your specific sequences complexity — what works for a 10-person team may need structural changes at 500+. Most platforms offer enterprise plans with dedicated support and custom SLAs. 81% of teams rate onboarding impact from Supademo as high or very high.
What are best practices for creating and Edit Sequences effectively?
Start by defining your objectives clearly before configuring anything. Keep the structure simple and focused — avoid overloading with unnecessary fields or detail that nobody references. Review and update regularly with your team to catch stale information early, and assign clear ownership so nothing falls through the cracks.
Companies using interactive demos report an average 28% reduction in customer acquisition cost.
What common mistakes should I avoid when creating and Edit Sequences?
The biggest mistake is overcomplicating the setup — adding too many fields, views, or automations before validating the basic workflow. Another common issue is inconsistent naming conventions, which makes searching and filtering unreliable at scale. Finally, skipping regular reviews leads to outdated sequences data that erodes team trust in the system.
Research confirms this — the State of Interactive Demos 2026 report found that teams using interactive demos across 3-5 use cases report up to 29% higher impact scores.
How does HubSpot handle permissions and sharing for sequences?
Most platforms offer role-based permissions that control who can view, edit, or admin your sequences. HubSpot typically supports workspace-level, project-level, and item-level permissions. Review your sharing settings before collaborating with external stakeholders — default permissions may expose more data than intended.
Processmaker saved hundreds of hours by replacing manual demo processes with interactive walkthroughs. Companies using interactive demos report an average 28% reduction in customer acquisition cost.
Can I automate parts of creating and Edit Sequences in HubSpot?
Many project management and productivity tools, including HubSpot, support workflow automation for repetitive tasks. Common automations include status updates, notifications, recurring task creation, and approval flows. Start with simple automations and expand gradually — over-automating early can create maintenance headaches.
According to the State of Interactive Demos 2026 report, teams that update demos weekly or monthly see ~18% higher impact than those updating only for major releases.
What plan do I need on HubSpot for full sequences features?
Free tiers on platforms like HubSpot often include basic sequences functionality, while advanced features like automation, custom fields, and timeline views typically require paid plans. Compare your must-have features against each tier's offering — paying for features you don't use wastes budget, but outgrowing a free plan mid-project is disruptive. 54% of top-completing demos use AI voiceover to improve the guided experience.
Rachel Witt
Rachel is a GTM marketer with 5+ years of experience working at various fast-growing technology companies.
