Easy Tech TutsHow to Use HubSpot Sequences, What are they & How to Setup Easily 2026
By Impran M N
A HubSpot Sequence is a scheduled series of one-to-one emails and manual sales tasks, built for personal outreach rather than bulk marketing blasts. This guide explains how sequences differ from regular workflows and walks through building one, from arranging automated emails and call reminders to setting unenrollment rules. It ends with reviewing reply rates once your sequence is live.
01Understand what a sequence is
Recognize that Sequences combine personalized emails with manual tasks like calls, unlike bulk marketing automation.
02Open the Sequences editor
Go to Automation in your Sales dashboard and open the Sequences directory.
03Start a new sequence
Click Create Sequence and choose to build from scratch or start from a template.
04Add steps to your canvas
Arrange automated email triggers and follow-up intervals, plus manual tasks like calls or LinkedIn touchpoints.
05Personalize your content
Use personalization tokens so emails auto-fill contact and company details.
06Set unenrollment rules and launch
Configure unenrollment triggers, sending windows, and enroll your target contacts to start the sequence.
Frequently asked questions
How is a sequence different from a workflow?
Sequences are built for personalized, one-to-one outreach that mixes emails with manual sales tasks, while workflows handle broader marketing automation.
Will a contact keep getting emails after they reply?
No, unenrollment triggers stop automated emails the moment a prospect replies.
Can I include manual tasks like phone calls in a sequence?
Yes, you can add manual task steps such as call reminders or LinkedIn outreach alongside automated emails.
Where do I track how a sequence is performing?
The sequence dashboard shows analytics on reply rates, open rates, and meetings booked.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
