Tips, Tricks & Best Practices

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Solved
DCrinnion1 on June 12, 2025
Hi All, I am in need of a bit of best practice advice here. At my company we currently have a process where all Inbound MQLs get created as Leads in the Lead Object, and for Outbounding we have a workflow that when enrolled in a sequence those C read more
0 upvote
3 Replies
Accepted solution
Top Contributor
June 12, 2025 06:39
Great question — and honestly, it’s a challenge a lot of teams face, especially when SDRs are juggling both outbound prospecting and marketing follo...read more
Solved
RobNewton on June 06, 2025
Hey all, I'm looking to send reminders to the sales team when they haven't followed up on a lead within 2 days. I thought about using a workflow when the time spent in "New" is at least 2 days but I want business days which only seems available in read more
0 upvote
2 Replies
Accepted solution
Contributor
June 06, 2025 18:02
Hi Rob, I was thinking, and it is an interesting use case. I recommend that you do this: Trigger: When a lead is assigned or enters the “New” ...read more
kvlschaefer on May 22, 2025
Hey Community, Here’s a quick overview of how to get set up for success using sequences. Check out the video and let us know your go to tip for maximizing sequences below. Tl;dr - HubSpot Sequences HubSpot Sequences read more
1 upvote
2 Replies
Community Manager
June 17, 2025 14:57
Thank you, @MOsanemo ! What's one sequence tip you'd share with the community?
kvlschaefer on May 20, 2025
Ready to supercharge your outreach with HubSpot Sequences? I’ve gathered all the Community insights to bring you a comprehensive collection of pro tips for getting your sequences set up for success. Don't see your favorite trick? Let us kn read more
4 upvotes
2 Replies
Community Manager
June 06, 2025 16:20
Thank you, @Aakar ! Glad to hear that you found them helpful 😄 Do you have any tips or tricks to share on sequences?
Solved
AScheerDanton on February 07, 2025
Hello We are just starting to use the automated sequences. I would like to understand the differences between enrolling a person in a sequence from the Contact record or creating a Lead record from the contact record and then enroll the Lead i read more
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
February 07, 2025 08:26
@AScheerDanton - The activity seen on the contact record RE the sequence will mirror that on the lead record, yes. The contact property 'Lead sta...read more
Solved
CFernando23 on February 07, 2025
What are some real-world business scenarios where you have successfully implemented HubSpot Sequences? Could you share specific use cases and their impact?
0 upvote
1 Reply
Accepted solution
HubSpot Alumni
February 07, 2025 10:13
Hey @CFernando23 , Happy Friday! Currently, our Sequences are great for automating outreach and follow-ups. We see common use cases includ...read more
Solved
KlemenHrovat on November 13, 2024
I’m exploring ways to improve engagement and response rates with MQLs and SQLs, especially for more personalized (contextualized and relevant) follow-ups. Even with all the data available already within HubSpot and outside (LinkedIn activities, co read more
Accepted solution
Top Contributor
November 14, 2024 05:27
Hey @KlemenHrovat ! By helping out prospecting roles I understood that personalization tokens directly used on the email body could be tricky. On on...read more
Solved
basdenhoed on November 06, 2024
Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website reques read more
Accepted solution
Top Contributor
November 08, 2024 05:14
Hi @basdenhoed , this is an interesting challenge and something I'd gladly discuss further. We are developing a sales assistant for HubSpot tha...read more
Solved
CGiggy on July 24, 2024
Objective Overview We have built out a series of sequences of two template emails announcing our participation to exhibit at a trade show. To automate the enrollment, we built a workflow that will have this sequence be sent to the segmeneted lis read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 24, 2024 08:31
Hi @CGiggy , The main issue seems to be that some users on whose behalf you're trying to send emails do not have access to the sequence. Pleas...read more
Solved
YuliaD on July 14, 2024
Hi, community! Wondering if someone found a solution for pulling the data based on other Objects (not Contact) to use for the automated emails. Our business has a lot of Contacts connected to multiple Objects (Companies, Tickets, Deals) and when w read more
Accepted solution
Hall of Famer | Partner
July 15, 2024 05:00
@YuliaD this feels more like a decision which object should be the primary one then for this automation. If you're not able to pick an existing ass...read more
Solved
OGregorian on July 02, 2024
Hi there! New to Hubspot Sales and am curious if there is a standard best practice for what type of contact should be set into a sequence vs. a 1-1 email/personal outreach? Also, is it best to set up tasks to email contacts individually? or em read more
3 upvotes
5 Replies
Accepted solution
Most Valuable Member | Platinum Partner
July 03, 2024 04:24
Hey @OGregorian addding to all the specific said here the main advantage of sequences is that you get to contact multiple contacts (multiple t...read more
Solved
Ishan5 on June 27, 2024
Hi @All 1 Can we create an Opportunity in Salesforce through a HubSpot workflow and assign the lead to a sales rep using a workflow in HubSpot? 2 Instead of replying through a generic domain, can we add a personal sales rep's domain for the autor read more
Accepted solution
Hall of Famer
July 01, 2024 08:23
@Ishan5 I'm not able to build out the solution for you, this would require more context about what triggers a deal to be created, how your deals ar...read more
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