Using connected inbox, leads pipelines and sequences vs workflows

CRM & Sales Sales Hub Tools
1

A bit of a complex query, however I am after some good learning video’r or guides to help me navigate better understanding:

  • how to use your inbox from Hubspot when you have connected it (so working from within HubSpot)
  • How leads and the lead pipeline works
  • sequences vs workflows

Thank you!

2

Hi @FBayet ,
Here’s a breakdown of your query along with recommended resources to help you learn more about HubSpot’s connected inbox, leads pipeline, sequences, and workflows:

1. Using Your Connected Inbox in HubSpot:
Connect your Gmail or Outlook inbox in HubSpot settings to send, receive, and log emails right from HubSpot. This keeps all your conversations tied to contacts for easy tracking.

2. How Leads and the Lead Pipeline Work:
HubSpot’s Lead object lets you manage prospects before they become deals, tracking every touchpoint in a dedicated pipeline. Perfect for organized prospecting.

3. Sequences vs. Workflows:
Sequences: For sales - personal, automated follow-up emails sent from your inbox. Stops if the contact replies.
Workflows: For marketing/sales automation - bulk actions, nurturing, and more complex processes.

Please let me know if you’d like help applying these in your own HubSpot portal.

3

@ArisudanTiwari please keep in mind that, according to the community guidelines, answered generated with AI must come with a disclaimer.

4

Hi @karstenkoehler ,

Please confirm, does framing an answer with the help of an AI tool also require a disclaimer?

Also, are AI-generated answers and AI-assisted wording considered the same in this context?

Thanks!
cc: DianaGomez

5

@ArisudanTiwari thank you for asking. Here is the link to the guidlines: https://community.hubspot.com/t5/Getting-Started-on-the-Community/HubSpot-Community-Guidelines/ba-p/384050

(Highlight below is my own.)

We encourage responsible and thoughtful use of generative AI. Please disclose that your content was assisted by AI and check the accuracy of the information before posting in the Community.

6

HubSpot can feel like a lot at first, especially when you’re trying to connect all the pieces. Quick question: Are you using Sales Hub Pro or just the free version? That can affect which tools, like workflows and sequences, you’ll have access to.

For a solid foundation, check out the Sales Software Certification in HubSpot Academy. It walks you through using your connected inbox, how the lead pipeline works, and explains the difference between sequences and workflows with clear video tutorials.

If you prefer quick, bite-sized content, the HubSpot Hacks channel on YouTube is also a great resource.

If you’re still figuring out how replies or follow-ups tie back into lead tracking, feel free to share how you’re currently set up. Happy to help you sort through it.