{"schema":"https://www.layerpath.com/schemas/public-document/v1","version":1,"id":"/learn/how-to-create-a-sequence-in-hubspot","route":"/learn/how-to-create-a-sequence-in-hubspot","canonical":"https://www.layerpath.com/learn/how-to-create-a-sequence-in-hubspot","title":"How to Create a Sequence in HubSpot","h1":"How to Create a Sequence in HubSpot","description":"Learn how to create effective sequences in HubSpot to streamline your outreach and boost engagement. Step-by-step guide for optimal results.","archetype":"tutorial","blocks":[{"type":"heading","depth":1,"children":[{"type":"text","value":"How to Create a Sequence in HubSpot"}]},{"type":"paragraph","children":[{"type":"text","value":"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."}]},{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmamk0dk2006dle0d1ka40ctf/tour","canonicalUrl":"https://share.layerpath.com/e/cmamk0dk2006dle0d1ka40ctf/tour","id":"cmamk0dk2006dle0d1ka40ctf"},{"type":"list","ordered":true,"items":[{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Log in to HubSpot"}]},{"type":"text","value":" – Go to "},{"type":"link","href":"https://www.hubspot.com/","children":[{"type":"text","value":"hubspot.com"}]},{"type":"text","value":" and sign in to your account."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Navigate to Automation > Sequences"}]},{"type":"text","value":" – From the top menu, click "},{"type":"strong","children":[{"type":"text","value":"“Automation”"}]},{"type":"text","value":", then choose "},{"type":"strong","children":[{"type":"text","value":"“Sequences”"}]},{"type":"text","value":" from the dropdown."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Click “Create Sequence”"}]},{"type":"text","value":" – Hit the "},{"type":"strong","children":[{"type":"text","value":"“Create sequence”"}]},{"type":"text","value":" button in the top-right corner to start a new one."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Add a Name"}]},{"type":"text","value":" – Give your sequence a clear name (e.g., \"Lead Nurture - New Contacts\") to keep things organized."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Build Your Sequence"}]},{"type":"text","value":" – Add steps like:"}]},{"type":"list","ordered":false,"items":[{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Automated emails"}]}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Manual emails"}]}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Call tasks"}]}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"To-dos or LinkedIn tasks"}]}]}]}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Customize Each Step"}]},{"type":"text","value":" – Edit the content of emails, set delays between steps (e.g., 3 days), and personalize using tokens (like first name, company)."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Review and Save"}]},{"type":"text","value":" – Go through all steps to confirm the timing and content. Click "},{"type":"strong","children":[{"type":"text","value":"“Save”"}]},{"type":"text","value":" when done."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Enroll Contacts"}]},{"type":"text","value":" – From the contact record, click "},{"type":"strong","children":[{"type":"text","value":"“Enroll in sequence”"}]},{"type":"text","value":", choose your sequence, customize if needed, and hit "},{"type":"strong","children":[{"type":"text","value":"“Start Sequence”"}]},{"type":"text","value":"."}]}]}]}],"tours":[{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmamk0dk2006dle0d1ka40ctf/tour","canonicalUrl":"https://share.layerpath.com/e/cmamk0dk2006dle0d1ka40ctf/tour","id":"cmamk0dk2006dle0d1ka40ctf"}],"plainText":["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.","https://share.layerpath.com/e/cmamk0dk2006dle0d1ka40ctf/tour","Log in to HubSpot – Go to hubspot.com and sign in to your account.\nNavigate to Automation > Sequences – From the top menu, click “Automation”, then choose “Sequences” from the dropdown.\nClick “Create Sequence” – Hit the “Create sequence” button in the top-right corner to start a new one.\nAdd a Name – Give your sequence a clear name (e.g., \"Lead Nurture - New Contacts\") to keep things organized.\nBuild Your Sequence – Add steps like: Automated emails\nManual emails\nCall tasks\nTo-dos or LinkedIn tasks\nCustomize Each Step – Edit the content of emails, set delays between steps (e.g., 3 days), and personalize using tokens (like first name, company).\nReview and Save – Go through all steps to confirm the timing and content. Click “Save” when done.\nEnroll Contacts – From the contact record, click “Enroll in sequence”, choose your sequence, customize if needed, and hit “Start Sequence”."]}