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.
Log in to HubSpot – Go to hubspot.com and sign in to your account.
Navigate to Automation > Sequences – From the top menu, click “Automation”, then choose “Sequences” from the dropdown.
Click “Create Sequence” – Hit the “Create sequence” button in the top-right corner to start a new one.
Add a Name – Give your sequence a clear name (e.g., "Lead Nurture - New Contacts") to keep things organized.
Build Your Sequence – Add steps like:
Automated emails
Manual emails
Call tasks
To-dos or LinkedIn tasks
Customize Each Step – Edit the content of emails, set delays between steps (e.g., 3 days), and personalize using tokens (like first name, company).
Review and Save – Go through all steps to confirm the timing and content. Click “Save” when done.
Enroll Contacts – From the contact record, click “Enroll in sequence”, choose your sequence, customize if needed, and hit “Start Sequence”.
