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Sales & Success

How to create Hubspot sequences

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Created with Tango by:
Colby Morgan
Last Updated:
September 26, 2023
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Sales & Success


Hubspot is a software company that offers a suite of tools for inbound marketing, sales, and customer service. Their platform includes a customer relationship management (CRM) system, marketing automation tools, and sales enablement features. One of Hubspot's popular features is their Sequences tool, which allows users to create automated email sequences for sales outreach or follow-up. To create a Hubspot Sequence, users can navigate to the "Sequences" tab in their Hubspot portal and click "Create Sequence." From there, they can name their sequence, select a starting delay, and choose the email templates they want to include in their sequence. They can also set up follow-up tasks and reminders to ensure timely and personalized communication with their prospects or customers.

Create a Sequence in Hubspot

Sequences are an essential tool for any sales professional or marketer looking to automate their outreach and increase efficiency in their sales processes. By creating a sequence in Hubspot, you can streamline your communication efforts, save time, and ensure that your leads and prospects receive consistent and timely messaging. In this guide, we will walk you through the step-by-step process of creating a sequence in Hubspot.

1. Go to Hubspot homepage

2. Click on Automation and Sequences

Click on Automation and Sequences

3. Click on start from scratch

Click on start from scratch

4. Click on Create sequence

Click on Create sequence

5. Click to add your first step

Click to add your first step

6. Click on automated email

Click on automated email

7. Click on Create template

Click on Create template

8. Start a new email!

9. Add a subject

Add a subject

10. Add some text and personlization

11. Type "first name"

Type "first name"

12. Click on First name

Click on First name

13. First name personalization is added as an automation!

First name personalization is added as an automation!

14. Write your email

Write your email

15. Add a meeting link

Click on Insert

16. Done!


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