HubSpot workflows vs sequences: When to use each

Workflows and sequences in HubSpot can often be confused for one and other. They both feature automation tasks like nurturing leads, automating tedious sales and notifying team members, etc. So when do you use each?

While similar, these tools have many distinct differences. HubSpot sequences replace one-to-one functions inside the CRM – replacing a lot of that tedious sales follow up “by hand”. Sequences in HubSpot are often used by sales teams to establish a connection with a lead through a series of follow-ups. Sequences could also be used to set up an email series to remind a customer to renew through their sales rep.

Workflows on the other hand, are most often used by marketers (or in some companies, by customer service teams). Workflows are triggered by all sorts of different activities or field properties in your internal and external processes. Some of the workflow triggers include deal status alerts in HubSpot, email nurturing for someone who’s requested more information, activity alerts, lead assignments, and more!

Follow along with this in-depth video to find out about workflows vs. sequences in HubSpot!

👉🏻 Need some more help with HubSpot? Learn about our HubSpot consulting services: https://hubs.ly/H0mrCbm0

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📚ADDITIONAL RESOURCES:
How to set up your first workflow: https://youtu.be/sIEnM0YyM5M

How to use HubSpot sequences: https://youtu.be/VTXUyLnrsMY

Setting up deal-based workflows: https://youtu.be/xVJxmJI5Lp8

Syncing your gmail with HubSpot so you can use sequences right inside of your gmail inbox: https://youtu.be/Bpl3s7M8HIc

Want a deeper look at what you should know before buying HubSpot? Grab our free HubSpot guide at our website: https://hubs.ly/H0l31WN0
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💬QUESTIONS OR FEEDBACK?
Have a topic idea or a question that needs answered? Drop a comment on the video or tweet at us! Don't forget to subscribe to the channel and share on social!

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