Includes the ability to trigger sequences via workflows. Click the Automation tab in the HubSpot navigation bar. The key thing to take from this is the ‘one-to-one. Hi @sarah6 . For. Avoid the temptation to be passive-aggressive or pushy. What are HubSpot Sequences? HubSpot Sequences is a that helps you to create sequences of emails, social posts and ads. By utilizing HubSpot Sequences and Workflows effectively, you can save time, increase engagement, and drive better. . These filtered views would exclude. Two new metrics will be added to Sequences for Sales Hub Enterprise customers: Deal Rate - the percentage of contacts enrolled in a sequence that resulted in a deal being created;Obviously, there are a lot of ways this could go wrong. It would be faster to enroll the customer into two sequences at the same time (one for their work email, one for the personal) for full coverage. In the dialog box, enter a name for the variation B email, then click OK. ----------- This is now in. . Allow contact to be enrolled in multiple sequences at once. We know from experience - these are the APIs that power the HubSpot application. As Sequences are potentially composed of pre-written email templates, make sure you have created all of your template emails BEFORE starting to construct your sequence (otherwise you will have to keep flipping back and forth between HubSpot modules and eventually bang your head into a wall). However, the contact is still enrolled in. " You would create these with HubSpot's tracking URL builder or Google's campaign URL builder and then replace the existing URLs in your sequences. Email sequences can toast your domain reputation if you're not careful. Overall, the feedback has been pretty positive so far. Sequences are used by salespeople to enroll prospects into a highly-personalized series of messages. 4. Click on Create Sequence. LinkedIn actions require a Sales Navigator subscription. We are making good progress on bringing over open/click/reply/bounce "event" data into Sequences reporting, to make our data in sequences cross-referenceable with the associated Contact objects. It would be nice to make sequences available as a campaign asset - so we can get a more holistic view of the performance of specific campaigns across both inbound and outbound activity. Click Create Sequence, use one of. Include Mail Sequences in Activity Report. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. I think there’s a strong case to provide programatic access to enrolling a contact into a. Step 2: Select the video icon in the sequence editor. Published: July 18, 2019 HubSpot offers two different ways to automate sent emails, through workflows and through sequences. Select the Include unsubscribe link checkbox. Enroll in HubSpot Academy Kyle Jepson Published: September 16, 2020 For as long as Sequences has been around, it’s primarily been an email automation tool. Step 3: Click on the New Video option in the dialog box, and select from the following: Now that we are thoroughly familiar with the process of inserting a video, let's check out the benefits of using videos in sequence. With HubSpot Sequences, you can standardize your content across your sales team, ensuring that your messaging is consistent and on-brand. This blog post is part of our How to Use HubSpot series focused on helping our readers get the most out of their HubSpot portal with tips and tricks on best practices within HubSpot. Connect with the apps your team already uses. To. janinel. Read on to learn how the tools differentiate and when to use each. There are also reporting tools within sequences which help with this. Once you're done, click Save. When I click into the report to have a look at the 79 mails, it does not show a single one from the sequence. In the sequences table, click the name of the sequence. Granular reporting for sales sequences. The Agency, we built our own follow-up email sequence — using the free Email Templates tool from HubSpot Sales — that generated $100,000 in 30 days. ( the way that reBump does it in 1 click ideally ) the closest i got to this is this workflow: 1 - reply to my lead with a custom email ( present day ) 2 - click on Email > Sequences ( present day ) 3 - Select a Sequence and schedule it to run a. Aug 19, 2023. Sometimes, there are sequences with more than 300-500. In the search bar in the upper right, search for sequences . However, they mentioned that it would be great if they had the option to send InMails via Sequences directly through HS. This will be version A of your A/B test. This is against our Acceptable Use Policy. You can see this in the Sequence area of hubspot but not in reporting. For sorting tasks by timezone, this is something that. If you don’t already have a HubSpot account, can you get started for free here: HubSpot pricing. In your HubSpot account, go to Automation > Sequences. We are investigating making changes to the 150 daily enrollment limit. In the upper right, click Install app. Keep in mind however that a contact might unenroll from a sequence before reaching its end. reenroll all contacts. In the left panel, click the Email icon email. In this case, it would be great if we could set "clicked. ; In the right panel, select the radio button next to the desired sharing. The contact will then continue through the sequence until they complete each step or are unenrolled. HubSpot Tutorial Summaries. for Hubspot will allow me to do the following? - Track agent activities (emails, calls, meetings created by them over time, or assigned to them over time) - Recreate sequence reports (enrolls, opens, clicks, replies, unsubscribes, bounces) per sequence over time I've tried and tested a bunch of connectors and am short on time, so wouldHi @smk & @Kraysler_AN ,. This document should be private to this customer only. We use sequences for when brides inquire about our locations and it is very common we have the same bride ask for information from more then 1 of. Which of these two tools you choose to go ahead will depend on where your prospects are at the moment in their buyer’s journey, what is your aim when it comes to. The HubSpot Sequences tool allows you to build out a series of calls, emails, tasks, and LinkedIn actions. Remember that sequences are only available in Sales Pro and Sales Enterprise so far. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. This feature request is for anyone that uses the sequence feature in Hubspot. Kyle Jepson. With HubSpot sequences, you can automate entire prospecting strategies. Sequences ; Workflows; Using automation eliminates many tedious and manual processes. Building a sequence is similar to building a smaller campaign – it starts with knowing your ideal buyer profile and the persona you are targeting. April 17, 2018 02:11 AM. If you want this email sent from a colleague's email, they would have to enroll contacts into your sequence. Once we have done this, we will be able to make this data interactable, allowing folks to drill down and view the specific contacts. Understanding sequences vs workflows hubspot processes will help you decide which is the best. When you enroll contacts into a sequence, those contacts will receive the emails set up in the sequence. Integrate a third-party calling provider with HubSpot. In your HubSpot account, navigate to Reports > Dashboards. 3) Filter all of your contacts by list membership is X. 2. You can access the sequence ID by look at the sequence URL:. Sequences allow the automation of sales outreach and follow-up. However, I have found a this-will-do-I-suppose solution when I need 2 messages or a message & a call to go out on the same day. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. If you edit the steps in an active sequence, the changes will only apply to newly enrolled contacts. Turn on suggestions. Manually unenroll multiple contacts from the sequence summary page. Automatically unenroll contacts when they book a meeting or email you back. Workflows. They often include a series of emails, tasks, and follow-up actions tailored to the specific needs of a sales representative or team. However, workflows are more flexible and can be used to automate a broader range of tasks. Won't be holding my breath though. . The ecosystem of developers creating integrations on top of the APIs is strong and diverse, ranging from webinar providers to CRMs to. When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. The goal of this feature request is to get attachments added to emails that are apart of a sequence. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. 98 Upvotes. Hubspot's 5 template limit on sequences may have worked before you went into business, but it doesn't work today!. Email 6: Last attempt. Here are the steps on how to use HubSpot Sequences to book more meetings: Create a sequence. Click the + plus icon. 1. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. In addition to this, after enrolling the 423 contacts, the sender had nearly 1,300 emails stuck in the drafts in their email not sent, and all were a part of the sequence. A sequence is a series of related content that's delivered over time. (screenshot 2). Best practices with sequences are highly dependent on A) your job role, B) the action (s) you wish for the recipient to take, and C) the type of people you are. You do not have the ability to include details in the tasks being created in sequences. Hi everyone, I'm Ana, the PM for sequences here at HubSpot. Click Create email. (Make sure to do this for all sequences. (I'm sure Sakari or other would work just as well. The most fundamental difference is that a sequence is a sales tool while a workflow is a marketing tool. it would be ideal if we have the option of sending an instant test email to ourselves from any individual sequence steps so we can see exactly what email recipients will receive when we send them emails as part of a sequence - as you can do within Salesloft and Outreach. 15:08 – Helpful HubSpot Settings. Best practices with sequences are highly dependent on A) your job role, B) the action (s) you wish for the recipient to take, and C) the type of people you are. HubSpot Sequences They integrate with your existing inbox and make it easy to personalize and send emails quickly. The closest you could get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. SarahMayo1. 2 years+: historical data. 4. Get access to all of your sales productivity tools, like templates and meetings, and use the HubSpot sidebar and see full HubSpot CRM details about your contacts without leaving your inbox. The sequence editor will open up and see a blank canvas. Going forward, the unsubscribe link will be included at the bottom of all sales and sequence. What dashboard/report are you looking at currently? You should be able to either: Head to Automation > Sequences > Click on the specific sequence to review the overall sequence and individual email performance (these cannot be added to a dashboard in HubSpot, but you can add a text. Over the past several months, Sequences has seen a ton of improvements including bulk enroll, sender score, a tighter integration with LinkedIn Sales Navigator, and more. One thing to note here is that HubSpot can only detect bounces if the bounceback message is a direct reply to the email that bounced. In this case, it would be great if we could set "clicked. The API is built to allow you to create a functional application or integration quickly and easily. Another imposed limitation. This will be email id that will used in sending the emails. HubSpot Sequences. Use sequences properties and activity as Contact filters in List and Workflows. The most important benefits for B2B are: Automation of email customer prospecting. It seems like an easy step to add. I appreciate we can review Sequence. We need to see performance data on contact level in one list to see where we have further to do's. Click Connect personal email. The two systems available for email automation through HubSpot are “Workflows” and “Sequences”. HubSpot offers robust automation features through workflows and sequences. Add 3rd email to the last template. There are two really great ideas in this post. In this Hubspot Sequences Training video we'll cover the ins and outs of this powerful sales tool, how it works, and help you get started with your first Hub. 5. Both Mailchimp and HubSpot have pretty generous free plans: Mailchimp gives you 500 contacts and 2,500 email sends a month. The HubSpot sequence tool has an integration feature you can use to. Learn how to enroll contacts in sequences from your inbox using the HubSpot Sales Chrome extension, the HubSpot Sales Outlook desktop add-in, or the. We've heard from our customers that sequences reporting does not give a full picture of email performance, and customers must try to stitch this data together by viewing template and sequence reporting independently within HubSpot. What Are HubSpot Sequences? HubSpot Sequences are an automated tool that sends email templates to HubSpot contacts directly from your internal team members. You set up the phone call as its own sequence and then tie it to a new sequence that starts with. This is because the ability to enroll mass lists of contacts already exists as part of HubSpot's Marketing Hub. HubSpot offers two different ways to automate sent emails, through workflows and through sequences. My company owns 8 event venues within about 40 minutes of each other. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Sequences should have global rules or sequence-specific rules: Don't send on weekends, send between x-y time, etc. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Contacts can also be enrolled in only one sequence at a time, so you wouldn't be able to break up these actions be. It's not possible to send a sequence on behalf of another user. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. HubL filter list and examples for HubSpot CMS developers. But an automated, out-of-office reply isn’t really a sign of engagement the way that an actual reply is. Email 1 will be split with 50 contacts receiving A and 50 receiving B. Click the Sequences tab. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. There’s email marketing with automation features, SMS marketing, web forms, landing pages, email sequences, and more in the Marketing Bay. Here are two ways to manually enroll contacts into a sequence on HubSpot. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. We would like to show you a description here but the site won’t allow us. For each ad, you can customize the copy, audience, and scheduling options to ensure that people. Good use-cases tend to be event-based. To help you better understand the benefits of using HubSpot Sequences, we’ve listed them here: 1. . What people are asking for is the ability to thread the first few email steps in a sequence and then send the next email in the thread as a NEW email that is not threaded with the rest. Do you have any users with a paid seat currently in our account who have access to these sequences? If not, could you please send me a DM with the sequence names and more information such as if you are getting any errors? The more information, screenshots, and details you can provide, the better I can advise on the next steps. You might expect to find this under the Sales section, but you’ll need to find it here under Automation. Includes the ability to trigger sequences via workflows. If you want to distribute information, marketing emails are much better suited. E. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. . Thank you, I ended up creating a dashboard with the custom report feature. In this video, @aschwanke from HubSpot solutions partner, Simple Strat shows you how to use AB testing for sequences in HubSpot to improve the outcome of your sequences, increase engagement, and hopefully lead to more conversions! She also covers: - What you should use AB testing for in HubSpot sequences - Best practices for. Personalization in Sequences . I created a sequence and enrolled contacts. 3. Click the Create Sequence button. Our sales team has been using the new Sales Navigator tool within HS for a few days now. I have been using Hubspot for a week or two now, and every time I create a sequence it does not show up in my tasks bar. Reply. They can also help you create workflows to: Remind sales reps about calls and timing; Send emails; Update data for audience segments; HubSpot customers: Action-based notifications can also help you stay on time with every step in your sales. Step 1: In your HubSpot account, select the Sequence at the top. Having an audience in mind makes it easier to write the emails in the sequence. I completely forgot you could add text, videos and google doc to a dashboard so it has all of the info in one place which my colleagues were happy about! Feb 14, 2023 10:19 AM. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. Simply log into your HubSpot dashboard, find the contact you want to send an email to, and drag down the Mass Contact tool bar. You can reference this property in your workflows. The purpose of HubSpot sequences is multifaceted. In this way, Sequences has always been like a personal. ” Knowing which one to use and when can be tricky at first, so here are the primary use cases for each one: HubSpot Sequences are great for: 1-on-1 communication; Only needing to know upfront metrics like whether someone opened/replied backRather than using the sequence step of sending an email we've decided setting a task to send an email if a voicemail was left was a better step. The reporting features are currently aggregated and the only area you can access granular data on contacts/companies that may have been a part of a. To set up sequence enrollment in a workflow: In your HubSpot account, navigate to Automation > Workflows. Hello all, I am reaching out on behalf of the HubSpot Product team to inform you that this idea: Enable mass enrollment in sequences is Not Currently Planned. Below you’ll find a quick overview of the main tools in your HubSpot account. Hey , thanks for sharing! HubSpot sequences are designed as a one-to-one tool, so the user who enrolls the contacts is going to be the sender of the emails and assignee for any tasks. Create or log activities on a record. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. e. That’s really what the marketing product is intended to do. Once you have your filtered contact view showing the 10 contacts, you can check the box for. An 'Enroll in sequence' action and an `Unenroll from sequence` action. In a university crisis communication plan, it's essential to focus on crises that may affect normal school and administrative functions. However, they mentioned that it would be great if they had the option to send InMails via Sequences directly through HS. Automate your follow-up emails and turn your most effective and repetitive sales emails into templates with HubSpot Email Sequences. And if the Monday in between is a bank holiday, the 2nd mail should only. It should be a matter of days or weeks before this will be available! This data includes the ability to build custom reports using sequences events such as enrolled, replied, step executed, and much more. There is a powerful Help Desk and Live Chat tool on the. HubSpot allows defining intervals for these email sequences, so when. The sequences tool is only available for Sales Hub Professional or Enterprise users or Service Hub Professional or Enterprise users with a connected personal inbox (G Suite, Office 365, or IMAP). But sequences aren’t just a set-it-and-forget-it. Email 6: Last attempt. To do so, you will need to connect the email alias using Gmail/GSuite's IMAP settings (more info below). Once we have done this, we will be able to make this data interactable, allowing folks to drill down and view the specific contacts. 5,000 sequences per account, and up to 1,000 email sends/user/day. FAQ: What are HubSpot Sequences? Sequences are a series of sales emails and tasks designed for “one-to-one” communication. For more detail, select the name of the sequence in the chart at the bottom. Note that if this is the first email in the sequence, you will only be able to select New thread; you can then can select Reply. Once you're happy with the workflow, set it live. In the upper left, click the Enrollments tab. Click the start dropdown menu at the top of the enrol sequence dropdown box, and select the step at which you. io). The exception is enrollment via workflow. Go to Automation > Sequences. ; In the dialog box, use the search bar to search for a sequence by name or click the dropdown menu beside the search bar to filter your sequences by All, Created. Providing the "Don't send to unengaged contacts" option that's available on all Hubspot marketing emails could serve a similar purpose, if made available on the. 2. Unenroll all 49 contacts from the sequence. ) The Workflow is triggered for Contacts when they enroll in the Sequence. Feb 14, 2023 2:40 PM. . For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". However, the report onyl shows 79 mails for this week so far. Your email health data is split into several different reports, to allow you analyze a snapshot of your current sending health, review historical trends, and determine whether your aggregate email metrics are on track. I have tried waiting to see if they show up/looking in my automation section, for sequences I have scheduled. HubSpot Product Team. One week later, it’s time for your final attempt at contact. Click on the “Create Sequence” button. We need an automated way to be able to bulk enroll large lists of contacts into a sequence, even if it is throttled. Also, have you tried to enrol the problematic contacts into another sequence to see if for whatever reason is a problem with the sequence itself? Have different people tried to enrol those contacts to check if it's a problem for the individual user? Are you trying to add the contacts from the beginning or from a specific step in the sequence?It has 36 upvotes and is 18 months old. Prior to this update, we could only track emails individually, so we couldn't know the open/click. Powerful Sequence Ideas. In it, it is stated that "when you pause a sequence, only emails and tasks scheduled for the contacts that you enrolled will be paused. Sequences are designed to nurture leads into taking action, such as booking a meeting or replying to an. Jan 25, 2018 10:16 PM. Hi. Thought I'd add: You can do this if you connect your colleague's email inbox to your user in your email settings (it can be connected to both your and their user, and won't affect other tools like calendar sync as far as I'm aware). workflow HubSpot features, we can see that sequences have more functionality when it comes to email automation. From a deliverability standpoint, cold outreach should be avoided to prevent damage to your sending reputation. ) CancelWe've developed a sequence for the sales step of sending out the offer to a prospect. You can also add different tasks, such as making a call to the sequence. " Can anyone help? Please. 3. Click the name of an object record. A few hundred would be sufficient for us. Learn more about setting enrollment triggers in workflows. Currently, I have to select the first Template in a Sequence, send it, then make a task reminder to enroll the contact in the Sequence when I am back on the desktop version. Manage phone numbers. Reply. Just head to the Sequences tab in HubSpot, find the Sequences where the contact was unenrolled, and upon hover there is an "Actions" button from which you can re-enroll contacts. Hi Community! We are in the process of creating a new sequence email send type to allow for "Manual Emails". For example, I enroll contacts in sequences and send emails as the marketing manager but the email signature is the contact owner which is a sales rep. ; In the left panel, select When an event occurs or When filter criteria is met. 1 Reaching out to new brands for DermWarehouse. A Fundamental Change in the Sequences Tool. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. I need the ability to BCC on sequences. Include Mail Sequences in Activity Report. Know your ideal buyer profile and the persona you are targeting. Our sequences enable us to respond in a pre-determined way and allow us to set up follow up one time saving us a lot of work and time. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. This could be for A/B testing email sequences (a feature which, until added, means that HubSpot simply can't compete with pure emailing softwares like Outreach. Plus there are other applications - example. Oct 20, 2022 9:57 AM. One of the articles showed "sharing" the sequence but that functionality appears to have changed. We would like to show you a description here but the site won’t allow us. The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather than "automatically send email", which will then wait until the email is sent (and if sales managers fail to review their tasks then they don't see all those emails waiting for them to send). We would like to show you a description here but the site won’t allow us. I want to leverage the a/b performance results but I found a possible way: - When creating a/b testing email marketing, on the performance option, you can create a static list from each one of the versions. Jul 15, 2023 3:20 PM. Hope this helps. Which option is best depends on why you want to exclude these contacts. Adding personalization tokens to sequences can make your outreach shine. It would be helpful to have additional CTA options to unenroll contacts from sequences beyond the standard "booked meeting" or "replied to email. Or – since the building blocks of a sequence are the individual templates – you would go to your text contact record and send the templates. HubSpot’s new AI-powered feature is available in all products and plans. 1. Being able to see what specific sequence a contact has gone through allows for tracking and determine which contacts need to be in a sequence. Tickets: In your HubSpot account, navigate to Service > Tickets. In your portal, simply go to Contacts and follow the instructions for creating a view here: Create, customize, and manage your saved views - whether you save the view or not is up to you, but you don't need to for this to work for enrolling in a sequence. Available Monday-Friday, 9-6 Eastern, etc. Overall, the feedback has been pretty positive so far. Based on multiple conversations with our B2B startup clients, however there are a few key differences that get in the way of setting these up, and that’s the difference between. You could do so by filtering for the contact property Last sequence enrolled: (The number you have to put in is the sequence ID. If we were to run a campaign for X product, and the sales reps create their own sales sequences, I would like to be able to have them associate it with the campaign so we can get tracking on how many meetings. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. I'm running an outreach campaign for my client, which includes Sequences. Find out the benefits, best practices, and tips for getting started with this powerful tool. Dans l'angle supérieur droit, cliquez sur Créer une séquence. HubSpot sequences track every email reply you receive — which is another differentiator from workflows, since that tool doesn’t keep track of responses. In your HubSpot account, navigate to Automation > Sequences. HubSpot helps teams monitor inbound and outbound leads while providing access to sales pipelin. That way he could simply supress his default signature and instead add the needed signature directly in. Hi @DarrenScottUK , One of the most successful sequences I built was actually post-sale, pre-close. Go to Reports > Analytics Tools > Sales Content Analytics then select the Sequences tab . After creating both versions of your A/B test email, you can switch between the two at any time. Enter your sequence’s name and click the “Create” button. Hi folks, My name is Scott, I am the product manager on the tasks tool here at HubSpot. Avoid the temptation to be passive-aggressive or pushy. HubSpot Product Team. Although Karosis has seen some success calling and Sequencing his prospects, he still felt like he could do more. 17:56 - Closing. carry out phone tasks 3. Not understanding why HubSpot has placed this arbitrary limitation on this and as many say in the thread below, it often takes more than 5 emails to get a prospect to respond. As an agency partner (provider employee), our role is to operate and manage HubSpot for our client. This limitation is insane. Though this feature does not enable pausing of sequences, it will enable users to change send times in case of vacation/holiday. In the right panel, click Automated email. Click the name of a record. Hey @GHernandez2, thanks for reaching out!. On top of that, the. These settings only apply to the emails and tasks that execute after the first step in your sequence. Hi everyone, When someone signs up for our trial, we try to call asap. HubSpot also has a similar feature called “Workflows. 1. Based on multiple conversations with our B2B startup clients, however there are a few key differences that get in the way of setting these up, and that’s the difference between. It also allows you to segment your sequences so. ). However, that 'other user' will receive no notifications of. HubSpot comes with preloaded sequences with varying automation types, but if you’re looking to take your sequences one step further, try these techniques. They let you create and manage a series of steps (like automated emails, tasks, calls, and more touch points) that help salespeople effectively engage prospects at scale. In the left panel, click the Email icon email. Pausing the entire sequence pauses it for non-FL contacts, too. `HubSpot automated workflows enable businesses to create complex, multi-step automated email campaigns. Click Save. The 150 limit was created to encourage the practice of. Use tools 3rd party copywriting assistance tools and the built-in suggestions from HubSpot to improve your email. Hubspot Sales: Snippets, Templates, And Sequences, Oh My! [HUBHEROES, EP40] 00:00 54:59. Hi @Mahesh_Wagh, There are a few ways to approach this, but there isn't any setting where you can add a list and automatically exclude. You may certainly have Sequences create tasks in a specific task queue, and have another user monitor that task queue for activity. In your HubSpot account, navigate to your contacts, companies, deals, or tickets. This allows me to customize the sequence for each customer, just as I would edit text in the sequence for each unique customer. This can improve the quality of your content and help you build a stronger brand identity.