Can i use the Marketing Hub (Mass emails). In this HubSpot tutorial, we will walk you through how-to create sequences in HubSpot. Now in beta is the ability to edit scheduled sequence emails. In the upper left, click the Enrollments tab. 1) Relevance. On the Summary tab you can review:With this update, sequence email threading is no longer all or nothing. Designs. 4. Go back to the main sequence area and click on the 'Manage' tab to access your sequences. So, it's up to you to figure out a way to contact them multiple times without being obnoxious. Batch prospecting sessions for two to three hours at a time and take a quick five-minute break between each hour. Sequence 2 – Follow-up to a phone call you received. In genetics and biochemistry, sequencing means to determine the primary structure (sometimes incorrectly called the primary sequence) of an unbranched biopolymer. Receipents of emails are more likely. Here are some details going into the weeds a bit (in case this also helps!): To add this reporting, we needed to add some new tracking code in our emails that would be unique to a sequence. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. 1. Hey there - would be great if we could skip steps for individual contacts within a sequence. Use the Date range and Frequency dropdown menus to filter the data to a specific time range. 0-832. I can't add to what he said. On the workflows dashboard, hover over the workflow, then click Actions > Delete. You can use a drag-and-drop campaign builder to create your email sequences. Reply. Step A - Create emails. Send bulk emails to any number of contacts (though we recommend using segmentation and being more. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hubspot, there must be a way in which you can expodite development on a small function such as mass sequence enrollment. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. If you're creating a task for an individual record: Click the name of the record. Using automation eliminates many tedious and manual processes. The plan is to have a sequence that emails out to a specified list of contacts. I already have Hubspot Pro licenses (team has them for Marketing) with SFDC Pro (for CRM) so I can use the Hubspot Sequencing features as part of our existing resources. Enroll contacts in a sequence without an email address. In the editor, click a rich text module to insert a personalization token. if you believe this would be useful, please upvote it here. Also, have you tried to enrol the problematic contacts into another sequence to see if for whatever reason is a problem with the sequence itself? Have different people tried to enrol those contacts to check if it's a problem for the individual user? Are you trying to add the contacts from the beginning or from a specific step in the sequence?HubSpot Product Team. At 100%, or the end of the animation sequence, it will return to where it started on the y-axis, completing its bounce. All 100 contacts would receive Email 2 (A). Actions are functions that the workflow will execute for enrolled records. You could do so by filtering for the contact property Last sequence enrolled: (The number you have to put in is the sequence ID. Complete up to 500 imports per day. Email sequencing / thread. Can't change our existing mix of Hubspot + SFDC. I should clarify, I'm approaching this from a typical Sales Rep permissions based account where workflows are unavailible to me. HubSpot's platform realized this pain for companies with B2B customers and created HubSpot Sequence. The sequences you need will depend on the market you operate in and the sales cycle you have but, generally, there are five types of engagement you can automate. After reaching out to support, they said no sequence activity can sync. You do not have the ability to include details in the tasks being created in sequences. ; In the Snippet text rich text editor, enter the body of your snippet. Use A/B testing to see what subscribers prefer. The most important benefits for B2B are: Automation of email customer prospecting. . Also the blog post above was referring to attendees of an event that HubSpot hosted. Close $100K Deals With These. Use bulk enroll for specific use-cases, not for prospecting. We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. It seems strange that we can sync so many things to Salesforce except sequence activities. In the dialog box, click Delete workflow. This is intended behavior in HubSpot. Thanks! I have unlimited ZoomInfo credits so I kinda want to just continue pulling anything relevant and kinda mindlessly adding to sequences and let HubSpot/outreach play out and then use those for more directly targeted contact. hi, I would like to know how to automatically add a sequence to a custom email after i send it out. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. HubL filter list and examples for HubSpot CMS developers. With this update, sequence email threading is no longer all or nothing. 3. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Keep in mind however that a contact might unenroll from a sequence before reaching its end. 1) To limit the amount of emails sent from a sequence. Place your cursor where you want to insert the personalization token, then click the Personalize dropdown menu in the rich. The sequence limit seems to indicate that Hubspot doesn't understand the very problem it's supposed to be helping users to solve. Ask whenever it feels most appropriate, depending on the tone of the conversation and the prospects’ demonstrated interest. Also, while creating sequence s, you always have to use sales email templates, but you will. This issue requires of a workaround of the user adding an initial "dummy" task, followed by an automated email that is subject to the Sequence Settings, however, you. Click on the “Create Sequence” button. Sequence "Email From" Property for Reports. 2. Set up the trigger, then click Apply filter. DEAL_SPLIT. Learn more about event triggers. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. Being able to see what specific sequence a contact has gone through allows for tracking and determine which contacts need to be in a sequence. In the upper right, click Add report, then select From the report library. Depending on your use case, one solution might be to enroll the contacts in a short sequence as follows. To do so, you will need to connect the email alias using Gmail/GSuite's IMAP settings (more info below). But when you send the email to your contacts, it will be sent with the From name and From address you've. Depending on your HubSpot subscription, you may be able to use Sequencing only or Workflows and Sequencing. - I've created this page to track some updates we plan to make on reporting for the individual sequence page. In the search bar in the upper right, search for sequences . In your HubSpot account, navigate to Marketing > Email. Either way, HubSpot helps you to meet your email marketing and sales goals faster and. You can also add different tasks, such as making a call to the sequence. You'll see the ability to choose whether each email sends as a reply to a previous email in the sequence or starts a new thread in the recipient's inbox: To modify an existing step's threading behavior, select Actions > Edit threading:The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. 5. A sequence is a series of related content that's delivered over time. (2) it would add the contents of the email to the CRM (more. Hi , Sequences and marketing emails behave differently. In the workflow editor, click the + plus icon to add an action. html files that support the HubL templating language. 0-58. Step 1 - Create a Static list of all contacts you're putting into a particular sequence. This revealed an additional shortfall of sequences. 3. From the View and filter report dialog box, you can customize your report date filters. I would like to be able to view the tasks from a sequence before they are "created. This capability can summarize information, change tone, rephrase. AI as a content writing tool is a complete game-changer, especially for sales teams that may not have. Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. In this video, we explain the differences between a Workflow and Sequence in HubSpot. I'll give an example: You're working on a lead via a sequence. HubSpot Workflow Examples to Convert SQLs into Customers. We use cookies to make HubSpot's community a better place. For tests where you have more control over the audience — like with emails — you need to test with two or more equal audiences to have conclusive results. The “if yes” sequence will guide a contact, prospect, or lead from one stage in the buyer. On the other hand, workflows use marketing emails that are saved for automation. 1) Create the list. Use sequences properties and activity as Contact filters in List and Workflows. Workflows. ; In the left panel, select When an event occurs or When filter criteria is met. This solution proposed only allows you to choose one of the other for the sequnce across the board so that all emails either are threaded or not threaded. Zoho offers a whole suite of tools as well—you just. You could place the link next to actions when selecting all contacts etc. Use the sender score to monitor your team’s sending. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. After you connect your Facebook ad account to HubSpot, you can create a Facebook ad sequence from within the HubSpot Ads tool. Hello, post-installation we want to send two emails to the client. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. Email 1 will be split with 50 contacts receiving A and 50 receiving B. in a filtered contact view for sales) to exclude ineligible contacts. If you’ve selected a web traffic campaign, set up your ad: Website URL: select whether to use a HubSpot or an external page with your ad. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. Go to the sequence editor, click on the edit. They'll have to learn how to do it anyways. Solved: Hello HubSpot Community! Having trouble diagnosing a sequencing issue. You can also customize the delay between sequence steps so emails and. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Reply. At 0%, or the first moment of the animation sequence, the element will be at 0px along the y-axis. 1. - Sequence Step #1 - your email - Sequence Step #2 - auto-task reminder (after 'x' days). HubSpot email sequences tool allows you to send a series of emails to your subscribers. Create snippets. Email threading allows you to create sequences. If you want to send a plain text sales email such as a meeting reminder or follow up, HubSpot Sequences is the correct. Make sure you set the filter to "Now in Sequence" "has ever been equal to true". 6. Comparison. Studies show that it can take 12 emails or more to get a reply. 1. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Zoho's base CRM is more of a pure CRM with chat, email, workflow management, and more limited marketing and automation features. In short, JBA is a digital advertising strategy where you tailor your ad targeting and ad creation to align with the buyer’s journey. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. In the right panel, select your alternate (B) email. Salesloft vs Klenty Outreach vs Klenty Resources. I'm looking to make a sequence-based report that tracks reach (opens, clicks, meetings enrolled etc) as well as any follow-up briefs. With the many different ways to set up your portal and customize it for your business needs, there comes an increasing need to automate everyday tasks and processes that eat away at your time. reenroll all contacts. Allow cookies. This will be version A of your A/B test. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. If your account has a Starter, Professional, or Enterprise subscription, you can: Import files up to 512 MB. 1. Most of my prospects typically open emails via. This is basically an advanced email automation feature. If your snippet includes a. There will still be a limit of 5 "automated emails" per sequence. I assumed sequence emails would sync over as a sales email, but it doesn't. With Hubspot Sequences you create a series of sales activities and then enroll contacts into the sequences which executes the sales activities. There is a contact property called Last sequence ended date,the date that the contact was last unenrolled from a sequence. 1) After receiving an email, clicking "reply" and using a sequence to respond back instead of a one-off email. My contacts are "Paused" and I can't figure out how to move them to "scheduled. Quickmail is a sales engagement platform that allows you to send personalized cold emails, automatic follow. Or, create a new sequence from scratch and try making a task-based sequence. If I am understanding it correctly, the sequence should now pick up from my. In the dialog box, click Remove to confirm. Click the name of the contact enrolled in the sequence. It aims to manage or own responsibilities that sales reps and managers do on a daily, weekly, or monthly basis. I assume I'm in much company when I say I'm not willing or able to upgrade from the $20/month Starter plan to the $450/month Professional plan just for the email sequencing feature. Include a header. Find Automation > Sequences under Automation in your HubSpot account. In your HubSpot account, click the settings settings icon in the main navigation bar. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. On the Choose an object to sync page, click the object you want to sync between HubSpot and Outreach. Batch prospecting sessions. Select the orange “Create Sequence” button. On a day-to-day basis, I am supporting lead generation via HubSpot sequencing, ZoomInfo & LinkedIn integration, preparing go-to-market initiatives and forecasts, and tracking external partners' metrics. ) The list will then populate with contacts associated to. Create an email template. In the sequences table, click the name of the sequence. In your HubSpot account, navigate to Reports > Dashboards. Hi @arifh, Yes, you can disable this link under Settings (gear icon in the menu bar) > General in the left sidebar > tab Email > uncheck Include unsubscribe link. The thing that really makes Woodpecker stand out is the software’s commitment to email deliverability. HubSpot notifies you when a prospect opens your email and clicks a link inside, so you can understand exactly who's engaging with your emails and what they’re interested in. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant. In the dialog box, click Google / Gmail or Office 365, then click Connect your calendar. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. Nurturing of MQL'S in the process of converting to SQL'S. The contacts who do not get task #2 are still enrolled in the sequence, confirmed in the Sequence manager view. 4. Though this feature does not enable pausing of sequences, it will enable users to change send times in case of vacation/holiday. For individuals and small teams who need customization, integrations, and basic team features. I since then switched my aproach to have this completed via sequences, but here we go again. Add an HTTP verb. From the View and filter report dialog box, you can customize your report date filters. Thank you, I ended up creating a dashboard with the custom report feature. Import up to 10,000,000 rows per day, with a limit of 1,048,576 rows per file. More on this in a minute. Information about media assets imported into Hubspot. HubSpot's sales sequences provide a solution to this problem, allowing businesses to automate their sales outreach while maintaining a personalized touch. . . Connect HubSpot CRM with any of your favorite apps in just a few clicks. How to Enroll Contacts in a Sequence. Develop sales reporting and forecasting. In the dialog box, check your Plugin Version. An email sent through a task would not be a sequence email, it would be a single one-to-one email created through a sequence. Enter your signature in the text box. Start Using HubSpot's Sales Software Today. . Create an email template. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. HubSpot Sequences and Workflows are very similar but with some key differences. No marketing performed on my end. Specifically, in this case, it would be company ID. The most important benefits for B2B are: Automation of email customer prospecting. In your HubSpot account, navigate to Conversations > Snippets. Let’s say, a lead booked a meeting but didn't show up. Under Email type, select Reply. Once someone is ready to be connected with, as they have not booked a call with you or responded to an email, the sequence will create your tasks for you as they are needed. So for us, this would be at Step 3, but there is no way to re-start a sequence, which might be a good point for HubSpot to consider. Engagements such as reactions, comments, and views will signal who should be targeted with your. The sequences sender score measures the quality and effectiveness of your sequences emails. Best regards. To choose which phrase you want appear for your unsubscribe link, click Edit link text, then in the dialog box, select the radio button next to the link text that you want. In the actions panel, select Unenroll from sequence . Sep 22, 2022 9:48 AM. Sequences are created from a combination of places, just like workflows. I recently received an email from BackLinko's Brian Dean. In the left panel of the ad setup page, select Ad sequence. Hard bounce: usually indicates a permanent error, but can also be caused by a strict email security filter. HubSpot Freelancer | RevOps & CRM Consultant |. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Click Create sequence in the top right. 3. . The goal of this feature request is to get attachments added to emails that are apart of a sequence. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. If these contacts respond to this sequenced email I want to measure the time it takes for our sales team to. 2) The "Now in Sequence" field is the only reporting field that will allow you to do a Customs Report (Contact vs Deals) in Hubspot to see how Sequences add value to your Closed Won deals. That way we can spot any. How to mass update records? If your company records have a domain, you can re-upload your list and it will update based on the company URL, without creating new objects. HubSpot is unable to view what caused this error, you can try re. Improve your team’s efficiency by automating business processes in HubSpot. But sequences aren’t just a set-it-and-forget-it. Lead nurturing workflows in HubSpot are a game changer. It's not true. and later local time (call), five minutes before and after the hour (email) Day of week: Thursday and Friday. To bulk delete workflows: In your HubSpot account, navigate to Automation > Workflows. Click Sales Content Analytics. Thank. Sequences send emails from your connected inbox as sales emails. Sales cadences make it easier to track where you are in the sales or networking process. Randomization is per step in the sequence. This is yet another reason why HubSpot is a substandard solution for creating sequences of emails and calls etc. Theoretically, you can set this up via a contact-based workflow (re-enroll when "Recent sales email open date is known", then increase custom number property by 1). As far as labeling unresponsive contacts goes, you could create a new property but HubSpot already stores some of this information for easy filtering. In the performance tab you can see which steps have been completed and which status contacts in the sequence have. You can also use contact based workflow to automatically unenroll contacts. 1) Go to the top dashboard and select “Automation” - “Sequences”. In the left panel, choose Start from scratch or select a pre-made sequence template. get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. g. Sequence Open Filters. To start, break ideas into groups and organize them around your goals, topics, or personas. SequenceEmail1Subject and the body should. Happy to share more thoughts if you can give us a better sense for what you're doing today and. In the upper right, use the search box to search for sequence sender score. To update the add-in, close and re-open. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Hi all, Im Andreas and my organization has recently onboarded HubSpot for the purpose of Marketing Communications. SarahMayo1. Food52. In the message ribbon, click Sales Tools > Sequences. Sequences. Click Set up your sync. In the dialog box, select a meeting option: One-on-One: the contact will schedule time with just you or the user you're creating the scheduling pages for. . Salesforce Leverages CTAs After an Event. Only need any program to send automated emails in a sequence for free don’t care about anything else. ; In the upper right corner, click Create snippet. I didn't even know this wasn't possible, this is essential on the roadmap! You must be a registered user to add a comment. In the dialogue box, hover over the sequence and click select. 1. I suggest that when one unenrolls contacts from a sequence, it shoud be an option to delete these contacts for good from the list. Email 6: Last attempt. Personalize the messages within each sequence. In the search bar in the upper right, search for sequences . This would allow us to track a sequence as a whole. In your HubSpot account, navigate to Marketing > Email. I run an event rental business and most of our leads come through inquiries on our website via email. Review the information in the dialog box, then click Accept and. It's also loaded with automation features, and, because it's HubSpot, you can easily access your already-created images and pages. HubSpot makes this easy within the email tool and allows you to customize the date you wish to follow up with them: Create a follow up task. This. You can send a series of targeted, timely emails to nurture contacts ov. At 50%, or halfway through the animation sequence, the element will move -50px up the y-axis. I think it would be great to continue running a sequence even after a client replies. Manually unenroll multiple contacts from the sequence summary page. Sequencing In-House Bringing NGS in-house saves time and resources and helps improve patient care The rapidly growing number of targeted immunotherapies in development has led to demand for faster, more accurate approaches to molecular profiling. Alias support for Office 365 and IMAP connected inboxes. How to create a HubSpot sequence. We are investigating making changes to the 150 daily enrollment limit. Find the URI of the external server or program. Or – since the building blocks of a sequence are the individual templates – you would go. That's a HUGE unafordable jump that probably. Educates your leads and prospects about the products and services you offer. With sequences, you can set up email templates right into your inbox and send out personalized, 1-1 content that nurtures those hot or warm sales lead you’ve already connected with. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Attaching PDF document to sequence. You don't need to waste time training your team on new sales software. HubSpot Workflows can: Be triggered off any Object property, activities, engagements, and more. Use case 2: If we could add BCC to emails as well, it would give people two great advantages; (1) HubSpot emails could easily be integrated with almost ANY CRM (ex. The key to closing these high-intent leads is to catch them at the right time. (In a contact-based list, you can filter for deal properties. Follow the next steps to learn more about it. September 26, 2019 05:52 AM. The subject should be contact. 1. Size limits. Step B - Create a Sequence, from the emails you created in Step A, in the AUTOMATIONS tab. The nested loop runs three times to print 3 types of fruit per row, before the outer loop runs again. NOTE: Sequences is available to paid users in Sales Hub Professional and above. I think it would be very beneficial to have the ability to attach pdfs to a sequence. Reports access: toggle the Reports access switch on to let the user access reporting tools, including dashboards, reports, and analytics tools. io is an email sequence software ideal for sales and marketing teams. and know your KPIs you could then aim to have certain campaigns go out "blind" but with better performance & conversions overall. You'll see you're newly created sequence ready to be used. Review your prospecting activity. You'll see the ability to choose whether each email sends as a reply to a previous email in the sequence or starts a new thread in the recipient's inbox: To modify an existing step's threading behavior, select Actions > Edit threading: HubSpot Sequence Metrics to Track Once you’ve set up your sequence game, you want to track its effectiveness. HubSpot email sequence. 1. The recipient has to manually opt-in to receive your emails through written consent, clicking a checkbox on your form, or by confirming through double opt-in. Click Enroll contacts at the top right of the sequence page. By building out your sequences in this fashion, you will have maximized what can be done with the tool, and used it for much more than just the tool to send emails to your. " From the contact record, I can see the steps of any particular sequence for any particular prospect and their associated dates. This is happening during business hours, observed today. The Summary tab provides a holistic overview of all of your prospecting activity, from your upcoming and overdue tasks, to your meetings schedule and sequence tasks. HubSpot’s intuitive interface allows you to easily. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce admin for your sales reps. Deals can't be enrolled in sequences, only contacts can be. SequenceEmail1Subject and the body should be contact. What we have done is to have a contact at the company enroll someone in a sequence for testing. Hello, There are many posts about sequences/marketing emails to leads going to spam; however, my team and I have not seen any posts about sequence/marketing email replies from leads going to spam. Unenroll all 49 contacts from the sequence. Sequence 1 – Recent conversion via your website. Alternatively, you can do this using the object ID. Hi @KLama, You're correct, there aren't any properties for number of sales email opens and number of sequence email opens. 5. Private earnings. ; In the dialog box, use the search bar to. According to this maxim, here are the ideal times to reach out: Time: 3 p. Step 4: Decide on the Timeframe of the Sequence. Hey ! You can do this in a bit of a hack, but I think this is getting easier with the new sequences reporting that's being rolled out, but the steps remain the same. Find the URI of the external server or program. Contacts > Contacts > click Contact Name > Email (left hand panel) > Sequences (right hand pop up box) > Select Sequence > Start At Dropdown (Click which step to send an email) Time zone drop-down (Select a time zone) Send now drop-down (Specify date and time of email) Send email in Drop Down (Select. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. HubSpot Sequences. Sequences are helpful, but as with everything else in marketing and sales, you sometimes have to try several iterations before you strike gold. You’d want to be more persuasive and add more emails to your sequence and follow up on contacts who don’t show any sign of engagement. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. What are HubSpot Sequences? HubSpot Sequences is a that helps you to create sequences of emails, social posts and ads. Record or add existing videosSolved: Is the 500 e-mails sent per day via sequencing associated per-user or for the whole team? We use cookies to make HubSpot's community a better place. HubSpot Sales email sequences tools allow you to: Create targeted, customizable templates in an outreach sales email sequence. I have two different email addresses I use for sending sequencing emails from and I'm trying to build a report to see the number of enrollments from each email. ) The list will then populate with contacts associated to. All accounts. In your HubSpot account, navigate to Automation > Sequences. Please note: only paid seats have access to the full limits of this feature. ; In the Internal name field , enter a name for the snippet. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. HubSpot sequences are designed as a one-to-one tool, so the user who enrolls the contacts is going to be the sender of the emails and assignee for any tasks. It sounds like support is the way forward. You don't need to waste time training your team on new sales software. Sequence Activity Sync to Salesforce. Add 3rd email to the last template. Another imposed limitation. You set up the phone call as its own sequence and then tie it to a new sequence that starts with. Connect to Google, Office 365, Outlook, and iCloud Calendars. I'm not sure the an email created through a task is considered a sequence email by HubSpot, since the email is not sent through the sequences tool. By adhering to sending limits many of the contacts will be finished. Select Admin > Integrations from the main menu. Or, click HTML and edit the HTML of your signature. If needed, select Change Folder to switch into the folder where you want to set up the integration. Nurturing of MQL'S in the process of converting to SQL'S. Use the Date range and Frequency dropdown menus to filter the data to a specific time range. Hubspot sequences get the job done but it is very hard to a/b test or make edits to the sequences when prospects are still in it. A HubSpot sequence helps you to send series of sales emails or create tasks for bottom of the funnel leads. To enroll a contact in a sequence using the Outlook desktop add-in: Compose a new email and add a recipient.