Guide

How to Create a Sequence in HubSpot

This guide will walk you through the step-by-step process of creating a sequence in HubSpot. Follow these instructions to set up and save your sequence efficiently.

1. Log in to HubSpot – Go to hubspot.com and sign in to your account.

2. Navigate to Automation > Sequences – From the top menu, click “Automation”, then choose “Sequences” from the dropdown.

3. Click “Create Sequence” – Hit the “Create sequence” button in the top-right corner to start a new one.

4. Add a Name – Give your sequence a clear name (e.g., "Lead Nurture - New Contacts") to keep things organized.

5. Build Your Sequence – Add steps like:

   • Automated emails

   • Manual emails

   • Call tasks

   • To-dos or LinkedIn tasks

6. Customize Each Step – Edit the content of emails, set delays between steps (e.g., 3 days), and personalize using tokens (like first name, company).

7. Review and Save – Go through all steps to confirm the timing and content. Click “Save” when done.

8. Enroll Contacts – From the contact record, click “Enroll in sequence”, choose your sequence, customize if needed, and hit “Start Sequence”.