How to Enroll Contacts Inside a Sequence in HubSpot

How to Enroll Contacts Inside a Sequence in HubSpot

Today, we're going to talk about how to enroll contacts in sequence in HubSpot, which will help you reach out to more people.

HubSpot's sequences are a powerful way to reach out to leads automatically and keep in touch with them. However, adding contacts to sequences involves several steps. Let's break them down:

Enrolling Contacts in Sequence in HubSpot

Here is a step-by-step breakdown of how to enroll contacts in sequence in HubSpot:

#1 Accessing Sequences: 

You can initiate the enrollment process from various points within HubSpot. Whether you're using the sequence tool, individual contact records, contact indexes, active or static lists, or contact-based workflows, HubSpot provides multiple entry points to enroll contacts.

#2 Using HubSpot Sales Chrome Extension: 

Streamline the process further by starting sequences directly from your inbox using the HubSpot Sales Chrome extension. This extension simplifies the enrollment process, ensuring efficiency in your outreach efforts.

#3 Prerequisites: 

Before enrolling contacts, ensure you have an assigned sales hub or service and a professional or enterprise-paid seat.

Additionally, each contact can only be enrolled in one sequence at a time. Having a connected email inbox is also essential for seamless communication.

#4 Use HubSpot Sales Extension: 

HubSpot offers the Sales extension, enhancing the overall process of enrolling contacts in sequences. This extension provides additional functionalities to streamline your workflow.

Now, let's walk through the steps to enroll contacts in sequences:

Enrolling Contacts via Contact Page:

  1. Navigate to the contact's page.
  2. Click on the email icon and select "Sequences."
  3. Choose the appropriate sequence and click "Start Sequence" to enroll the contact.

Enrolling Contacts via Automation:

  1. Access the Automation section and click on "Sequences."
  2. Select your desired sequence and click on "Enrolled Contacts."
  3. Choose the contacts you wish to enroll and proceed with enrollment.


By following these easy steps, you can easily add contacts to processes, which will help you reach more people in HubSpot, and your sales journey will reach new heights.

Please feel free to get in touch with us if you run into any problems along the way. You can leave a comment below or get in touch with us right away at CTA9.

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