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HubSpot Sequences: What They Are and How They Can Help You Sell Better

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HubSpot Sequences: What They Are and How They Can Help You Sell Better

Do you get qualified leads but they do not meet your marketing objectives and are left in limbo? Then you should know how HubSpot sequences can help you close more sales or deals. You will be able to automate an email chain and a monitoring program so that the lead or prospect does not forget you. Let’s see how!list_altIndex of contents
HubSpot Sequences – What are they?
HubSpot Streams and Workflows – What’s the Difference?
How to set up HubSpot streams?
Steps to edit HubSpot streams
The usefulness of HubSpot sequences
Keys to creating a sequence in HubSpot
What Automated Sequence Emails Can Do
HubSpot Sequences – What are they?
HubSpot Streams are part of the Sales Hub or HubSpot Sales Hub . Its objective is to automate a series of actions that are manually configured to run at a specific time.In these sequences we can incorporate the sending of automated emails, which will be previously Croatia Phone Number List by a template and can be personalized, and the assignment of tasks, to remind the sales team of follow-up actions, such as calls.

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HubSpot Streams and Workflows – What’s the Difference?
HubSpot’s sequences and workflows will probably generate some confusion for you , Betting Email List  their mechanism of operation is very similar.The fundamental difference between both types of automation tools is based on the use we make of them. While we use workflows to automate the rotation of leads and the assignment of tasks, we generate sequences to simplify the follow-up we do with our contacts / prospects and encourage the closing of a business (for example, to schedule a meeting).As we have discussed, a sequence depends on the emails we send to individual contacts, reminders, and pre-assigned follow-up tasks to automate sales processes. Your goal is to always stay in contact with the prospect so that, once they actively demonstrate their interest in one of our products or services, we don’t end up being forgotten or in the spam box.

For its part, a workflow is also an automation tool, but it generates sequences between the marketing, sales and service processes. These processes can be both internal (to notify your team of what is happening on your website) and external (to communicate with your leads each time they fill out a contact form), so their objectives do not have to be aimed solely at the sale.Therefore, workflows are used at a more general level than sequences, since they establish criteria to activate automatic sequences and facilitate the task of teams when carrying out actions with your contacts, companies, deals or tickets.Licensing
Unlike the HubSpot sequences, this tool can be found in the Marketing, Sales and Services Hub packages (only in the Professional or Enterprise version). Instead, the Sequences tool is only available to Sales Hub or Service Hub (Pro or Enterprise) users.How to set up HubSpot streams?The sequences can be activated, either from your personal email (via Gmail or Outlook) or directly from the HubSpot tool. What is evident is that the sequences have to be customized .In the sequences you will always deal with the “registered” users , that is, those prospects to whom you are directing the emails or contact follow-up actions.Once these registrants complete an action and that action is registered in the CRM, your prospects will be unsubscribed and will no longer appear in the “registrants” tray. This will happen, for example, if these prospects respond to one of the emails sent as part of the scheduled sequence, if they schedule a meeting or when they directly accept a call and it is registered in the CRM.When these actions happen, our marketing goals are met, which HubSpot will interpret positively and automatically remove your sequence , even though you still have more tasks assigned in case those goals are not met.➡ Click here for the full HubSpot guide
Steps to edit HubSpot streams
How to create or edit these sequences?
Once you enter your HubSpot account, you must click on the Automation part , where you will find the Sequences page , above the Workflows page. Then you can go to ‘Create sequence’.You can create sequences from what HubSpot already offers by default. But you can also start from scratch. You have to start somewhere!The default sequences that HubSpot offers you are:Recent conversion: Trigger a sequence when a prospect downloads relevant content from your website to communicate with them. An example is when the user downloads the study program of a course that you offer on your website.Follow-up after exhibition or fair : If you have held an event, for example, a conference, and have made contacts, you can activate a follow-up sequence with them to finish closing the deal.
Product or demo request: On one of the product or service pages, a prospect indicated through a form that he would like more information. He will be receptive for you to contact him and start making a proposal.Follow-up sequence after call / meeting: Have you had a first initial contact in person? It was probably just a handshake, but you can make more progress by staying in touch with your prospect via follow-up email.Prospecting: Once this term becomes more than evident, you can introduce yourself to your prospect and speak clearly about your product by activating a custom sequence.Voicemail / Unable to Connect: Have you tried other sequences without success? Your contact may not have read you: try other ways.How to manage these sequences?
All the sequences that appear by default are editable , that is, you can choose a template and customize it, configure the fields in which the contact is mentioned and, above all, include textual or graphic information about the products or services you offer.These sequences work in the following way: each of them has a series of steps, which you can remove or add as needed. It might look like this: Step 1: Automated first follow-up email; step 2: call; step 3: automated mail to remember the failed call, etc.To add a step , click the + sign. You will see the option to add automated emails or create task reminders.

In turn, you can customize the delay between steps in the sequence so that emails and tasks run whenever you want. Think about the number of days or weeks that should pass before the mail is sent or a certain task is executed. By default, some default values ​​will appear.

For example, if we click on the sequence “Request for products or demonstration” we can see that its duration is delayed in 4 steps and it has 7 days to be completed.

In addition, HubSpot itself tells you when the contact will be unenrolled for the sequence you are working on.

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The usefulness of HubSpot sequences
Imagine that the interested user has requested more information about a product or service. What would you do?

With HubSpot Streams, you can trigger a stream in response to that request. It is advisable to start with an automation email . Thus, we give you the information we want, but we leave something pending, so that, later, and depending on the user’s response, we can contact him by phone or chat for a more direct communication.

In this way, if the user responds positively, the next sequence would become the call. This step is nothing more than a reminder of the assigned task for the team, and therefore the title of the task is “call immediately ”. You can also edit this title.

On the other hand, if the call does not achieve its objective, that is, if you cannot contact the user, the sequence will automatically assign the next task: for example, sending another follow-up email. And so on until we complete our objective or until we understand the disinterest on the part of the user.

Our advice
Remember that the philosophy of inbound marketing is to maintain contact with the user through appropriate communication to try to move forward through the conversion funnel; however, it is essential not to be intrusive . So don’t overwhelm the contact / prospect either, as you would ruin your strategy.

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