How To Create HubSpot Sequence

How to Create a Simple Sequence in HubSpot

1. Log in to your HubSpot account.
2. From the top menu, select Automation → Sequences.
3. Click Create sequence.
4. Choose Start from scratch.
5. Enter a name for your sequence.
6. Click Create.
7. Click Add step and choose your first action:
   • Automated email
   • Task reminder
   • Manual email
   • Call task
8. To create an automated email:
   • Click Automated email
   • Enter a subject line
   • Write your email
   • Click Save
9. Add a delay between steps (for example, wait 3 business days before sending the next email).
10. Continue adding additional emails or tasks until your sequence is complete.
11. Click Settings and configure:
    • Unenrollment rules
    • Send windows
    • Follow-up timing
12. Click Review and publish.
13. To enroll a contact:
    • Open a contact record
    • Click Enroll in sequence
    • Select your sequence
    • Review the schedule
    • Click Start sequence