HubSpot workflows vs sequences: When to use each

Подписаться 23 тыс.

Просмотров 34 тыс.

50% 1

Workflows and sequences in HubSpot can often be confused for one and other. They both feature automation tasks like nurturing leads, automating tedious sales and notifying team members, etc. So when do you use each? Get more tips like this on our weekly newsletter: hubs.ly/Q016Xfn-0
While similar, these tools have many distinct differences. HubSpot sequences replace one-to-one functions inside the CRM - replacing a lot of that tedious sales follow up “by hand”. Sequences in HubSpot are often used by sales teams to establish a connection with a lead through a series of follow-ups. Sequences could also be used to set up an email series to remind a customer to renew through their sales rep.
Workflows on the other hand, are most often used by marketers (or in some companies, by customer service teams). Workflows are triggered by all sorts of different activities or field properties in your internal and external processes. Some of the workflow triggers include deal status alerts in HubSpot, email nurturing for someone who’s requested more information, activity alerts, lead assignments, and more!
Follow along with this in-depth video to find out about workflows vs. sequences in HubSpot!
👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: hubs.ly/Q016Xg7_0
_______________
📚ADDITIONAL RESOURCES:
How to set up your first workflow: • Set Up Your First HubS...
How to use HubSpot sequences: • How to Set Up HubSpot ...
Setting up deal-based workflows: • Creating Deal-Based Wo...
Syncing your gmail with HubSpot so you can use sequences right inside of your gmail inbox: • How to Connect Gmail t...
Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: hubs.ly/Q017dtTX0
_______________
🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly RU-vid series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
Hosted by:
🙍🏼‍♀️Ali Schwanke ( / alischwanke )
🙎🏼‍♂️ Tyler Sprunk ( / getsprunk )
_______________
💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!
For customized HubSpot training, visit hubs.ly/Q016Xg7_0.
#hubspot #hubspottutorial #hubspotsequences #hubspotworkflows

Опубликовано:

31 май 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 38

@HubSpotHacks Год назад

Join the HubSpot Hacks Newsletter for the latest tips, tricks, and tutorials: hubs.ly/Q01HtXmk0

@DownUnderOzzy 4 года назад

Thanks so much for this. I love the simplicity and focus on one point.

@HubSpotHacks 4 года назад

Thanks for the feedback! Simplicity and focus are big - glad we could accomplish this for you!

@freddygolden 4 года назад

Congrats for the good work!! I absolutely loving the way the things are explained! A+

@HubSpotHacks 4 года назад

+Fred Fortin thanks for the feedback Fred. We always like getting A’s in class :)

@csims5290 3 года назад

These videos are so helpful. I prefer some of them over the HubSpot academy videos. Can you make some on "Playbooks", "Tickets" and "Forms"?

@HubSpotHacks 3 года назад

Hey Christen - good requests! We're getting the videos going again this month (we had a bit of a slow down due to COVID :( -- let us know if you have additional ideas. We'll add these to the list!

@HubSpotHacks 3 года назад

+Christen Sims all good suggestions!!! Yes! Adding to list now 🗒

@sumitpathak11 3 года назад

Helpful as always

@HubSpotHacks 3 года назад

+Sumit Pathak yay!

@HubSpotHacks 4 года назад

If you want to explore HOW to do each of these, check out these vids - How to set up your first workflow: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-sIEnM0YyM5M.html How to use HubSpot sequences: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-VTXUyLnrsMY.html

@sharoninbar8146 3 года назад

I just finished watching this video and I have a follow-up question: Is it possible to trigger a workflow for those who completed a sequence and didn't take an action? For example, I created a 3 email sequence. Those who received the 3 emails sequence and did not reply/schedule a demo, will get the workflow. Is that possible?

@HubSpotHacks 3 года назад

Sort of. The functionality of sequence reporting and triggers continues to be one HubSpot is working on. Right now, you’d need to use a trigger of a “last sales email” either didn’t open or didn’t click, or, if the contact never clicked on a specific CTA. Since the triggers from sequences are limited, you’ll want to think about what actions you DO have available to you and put those in place in advance (such as using a specific link in your emails) to trigger the post workflows.

@alekslife3866 7 месяцев назад

Do you do setups for the companies for Sales Hubspot? I would be happy to pay per hour. I am struggling with some areas and seems as you know how to get them done

@HubSpotHacks 7 месяцев назад

Absolutely! Either email us at hello@simplestrat.com or book a free consult here and our team can guide you: info.simplestrat.com/free-consultation

@daniellebee9 2 года назад

Very useful!

@HubSpotHacks 2 года назад

Glad you liked it, Danielle! Make sure you subscribe to get updates on all our latest HubSpot Hacks videos!

@hishamshahar 3 года назад

when do you guys plan to upload new videos? all of your content is helpful for the person trying to figure out what is Hubspot does before decided to try and use it.

@HubSpotHacks 3 года назад

+Sham Shahar hey Sham! Coming this month! Any topics you’d like to see us add to the calendar?

@aliattari8220 4 года назад

How can I fill the "Company domain" filed when I want to sign up?

@HubSpotHacks 2 года назад

Your company domain is the primary part of your website address. Such as "simplestrat.com" from "www.simplestrat.com"

@pabloazzaro9052 11 месяцев назад

Instead of manually adding contacts to sequence lists, can Zapier automate it based on their interactions?

@HubSpotHacks 11 месяцев назад

Unfortunately there is not an option to enroll contacts in a sequence with Zapier. We would love to see something like that!

@senseijamie 3 года назад

Thanks for the video! You provided a solid answer to one of the things I didn't "get" after playing around HS. A bit of a suggestion: You probably want to get a bit closer to your mic and maybe check out some videos about reducing vocal fry.

@HubSpotHacks 3 года назад

You're welcome! We'll work on adjusting the mic for future videos!

@rangerboy1981 3 года назад

How to add to a sequence in hubspot for contacts that didn't reply?

@HubSpotHacks 3 года назад

We would suggest that if someone hasn’t replied, they are not interested and you’ll need to discover another way to engage with them. This may mean adding them to a LinkedIn outreach campaign, putting them into your targeted ads audience, etc. If you do want to send them a new sequence, you’d simply need to enroll them in that new sequence by hand. There are no options at this time to enroll in a sequence automatically.

@kyeh4551 3 года назад

It looks like you have not created new contents for the last few months. Any plans to start again? What about customizing views in Contacts, Tickets etc

@HubSpotHacks 3 года назад

+Kevin Yeh yes! We’re working on season two! Please add any requests and we’ll put them on our list. Thanks!

@nilsspace5992 3 года назад

@@HubSpotHacks So happy that you guys are coming back.

@jeffreychesner702 3 года назад

How can i get in touch with your company? is there someone i can email?

@HubSpotHacks 3 года назад

Email hello@simplestrat.com for more info :)

@katinabertrandferguson2871 9 месяцев назад

🎯 Key Takeaways for quick navigation: 00:00 🤖 HubSpot workflows and sequences are automation tools used in sales and marketing. 00:28 🛡️ Sequences automate one-to-one communication for sales outreach, while workflows are mostly for marketing automation. 01:12 🛠️ Sequences are ideal for personalized outreach to prospects, ensuring targeted content and engagement. 01:54 📝 Sequences are suitable when a reply or specific action (like booking a meeting) is expected from the recipient. 02:23 🎯 Workflows are used for both internal and external processes, including marketing emails and notifications. 03:19 💌 Workflows excel in stylized marketing emails, automating actions triggered automatically. 03:44 📧 Workflows are effective for instant follow-ups, such as confirming registrations or delivering additional content. 04:16 📈 Workflows are suitable for handling a large number of contacts through the automation process. 04:30 🏢 Internal processes using workflows include CRM alerts and team notifications for deal progress. 04:44 🌐 External processes involve email marketing, lead nurturing, and automating actions based on recipient actions. 05:26 📌 Sequences require manual enrollment of contacts for one-to-one communication. 06:21 🚀 Sequences can be initiated from within Gmail using HubSpot's Chrome extension. 07:01 🌀 Workflows are triggered automatically by predefined activities or changes in fields. 07:58 🌟 Workflows allow for branching based on conditions (if-then branches) for complex automation. 08:41 💡 Workflows are more versatile for various marketing-focused automation needs. Made with HARPA AI

@HubSpotHacks 9 месяцев назад

Thanks for this and for checking out the video!