HubSpot workflows vs sequences: When to use each

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  • Опубліковано 6 вер 2024

КОМЕНТАРІ • 38

  • @HubSpotHacks
    @HubSpotHacks  Рік тому

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

  • @csims5290
    @csims5290 4 роки тому +6

    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
      @HubSpotHacks  4 роки тому

      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
      @HubSpotHacks  3 роки тому

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

  • @DownUnderOzzy
    @DownUnderOzzy 4 роки тому +3

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

    • @HubSpotHacks
      @HubSpotHacks  4 роки тому

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

  • @freddygolden
    @freddygolden 4 роки тому +3

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

    • @HubSpotHacks
      @HubSpotHacks  4 роки тому

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

  • @alekslife3866
    @alekslife3866 10 місяців тому +1

    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
      @HubSpotHacks  10 місяців тому

      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

  • @pabloazzaro9052
    @pabloazzaro9052 Рік тому

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

    • @HubSpotHacks
      @HubSpotHacks  Рік тому

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

  • @senseijamie
    @senseijamie 3 роки тому

    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
      @HubSpotHacks  3 роки тому

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

  • @hishamshahar
    @hishamshahar 3 роки тому

    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
      @HubSpotHacks  3 роки тому

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

  • @aliattari8220
    @aliattari8220 4 роки тому +1

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

    • @HubSpotHacks
      @HubSpotHacks  3 роки тому

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

  • @sharoninbar8146
    @sharoninbar8146 3 роки тому

    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
      @HubSpotHacks  3 роки тому

      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.

  • @katinabertrandferguson2871
    @katinabertrandferguson2871 Рік тому

    🎯 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
      @HubSpotHacks  Рік тому

      Thanks for this and for checking out the video!

  • @daniellebee9
    @daniellebee9 2 роки тому

    Very useful!

    • @HubSpotHacks
      @HubSpotHacks  2 роки тому

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

  • @rangerboy1981
    @rangerboy1981 3 роки тому

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

    • @HubSpotHacks
      @HubSpotHacks  3 роки тому

      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.

  • @sumitpathak11
    @sumitpathak11 4 роки тому

    Helpful as always

  • @kyeh4551
    @kyeh4551 4 роки тому

    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
      @HubSpotHacks  4 роки тому +1

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

    • @nilsspace5992
      @nilsspace5992 3 роки тому

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

  • @HubSpotHacks
    @HubSpotHacks  4 роки тому +1

    If you want to explore HOW to do each of these, check out these vids -
    How to set up your first workflow: ua-cam.com/video/sIEnM0YyM5M/v-deo.html
    How to use HubSpot sequences: ua-cam.com/video/VTXUyLnrsMY/v-deo.html

  • @jeffreychesner702
    @jeffreychesner702 3 роки тому

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

    • @HubSpotHacks
      @HubSpotHacks  3 роки тому

      Email hello@simplestrat.com for more info :)

  • @TheDrgrim
    @TheDrgrim 2 роки тому

    man u can talk fast lol bahaha

    • @HubSpotHacks
      @HubSpotHacks  2 роки тому

      Thanks for checking out the video! We try to fit a lot of information in a short amount of time :) Feel free to watch the video in .75x speed!