How to create a sequence

Tired of juggling follow-up emails and tasks manually? Good news! HubSpot makes it easy to automate and organize your workflow with sequences.
Watch this video to learn how.
1. Log into your HubSpot account.
2. On the left panel, click on Automations and then select Sequence.
3. In the top right corner, click on Create Sequence.
4. You can either select a pre-made sequence or choose the Start from scratch option.
5. Click on Create Sequence again at the top right.
6. Name your sequence.
7. Choose from one of the six options-here, we'll start with an Automated Email.
8. You can either create a new template or use an existing one.
9. Mix it up by adding any of the six available options-in this case, we’ll add a Call Task.
10. Adjust the task title, priority, queue, and add notes for context, then click on Add.
11. Add delays to the sequence if needed.
12. At the top, click on Settings and make the necessary adjustments.
13. Head to the Automation tab to turn on any automation features or add new ones after saving the sequence.
14. Once everything is set, click Save in the top right.
15. Name your sequence, choose who can see it, and click Save again.
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