Test the sequence. Click the Manage tab on the top left. We use cookies to make HubSpot's community a better place. Resource HubSpot Knowledge Base What is a workflow goal and whyThank you - I think what I am trying to get at is to understand how Hubspot and others are using other techniques beyond workflows to handle unique processes or situations that fall outside or are independent of those (so what happens for example those that are supressed in the workflow). In the top right, click Create sequence. Workflows and Sequences cater to different. I'd like to execute a sequence we've. Here's what it looks like. Please note that "LinkedIn" and "LinkedIn Ads" are different integrations and are not needed here. HubSpot workflows aid in: minimizing errors when a large number of emails are sent manually, following up on leads easily, managing marketing initiatives effectively, enrolling leads and nurturing both old and new prospects, setting your end goals, tasks/things you plan to achieve like a conference or a. BOOK CONSULTATION. After that workflow wizard will be. Here's a quick overview. In this blog, we’ll discuss what HubSpot sequences are, the difference between workflows and sequences, and more. In this video, we explain the differences between a Workflow and Sequence in HubSpot. Your current technology stack, and how it integrates with HubSpot. HubSpot Custom Objects Consulting. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. In the task editor, enter the details for your task. Then, click on Create sequence. What Sets HubSpot Apart: 24/7 customer support is included with every plan. The Enterprise plan is HubSpot’s most powerful customer service plan. The biggest difference between HubSpot Sequences and Workflows is that HubSpot Sequences are a sales tool and HubSpot Workflows are a marketing tool. MakeWebBetter. 3 Why You Should Use HubSpot Sequences. Understanding HubSpot Sequences and Their Purpose. take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences) This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based. From the workflows tool, you can create a workflow from scratch or use a workflow template to guide you along. When you're done, click Save. The two systems available for email automation through HubSpot are “Workflows” and “Sequences”. Our platform includes. Sales/Service Enterprise feature: Enroll in sequence and unenroll from sequence workflow actions: We now have over 180 active beta participants using the feature! We are making some slights tweaks to the working and the UI, including a link to a Knowledge Base aticle that explains details on types of trigger criteria to avoidAfter creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Fantastic post! Just to add to these points, other triggers that help me position these tools to new customers would be that one tool is can be positioned 1:1 (sequences) and the other 1:Many. via GIPHY . In a workflow (Professional and Enterprise only) When you create your workflow and add a Create task action, in the right panel, you can add the tasks to a. If you haven't looked at the sequence templates that are available in HubSpot, I'd start there. If the customer doesn't reply, they stay in read more. We created a breakdown of HubSpot sequences vs. Using automation eliminates many tedious and manual processes. ActiveCampaign: Offers hundreds of integrations. -2- You're using bad criteria for your If/Then Branch. Up to 1,000 fully customizable workflows for 300 teams, with the ability to leverage behavioral events and predictive lead scoring, and trigger sequences. In addition it would be nice that you can choose to count only working days between 2 steps in a sequence or workflow. In the upper right, click Create workflow button and choose From scratch option. 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. Click the name of an existing workflow, or create a new workflow by clicking Create workflow. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. HubSpot Sequences vs. In the upper-right corner, click Create email. Go to Contacts => Lists. Click the + plus icon to add a new action. Sequence. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. In the left panel, click tasks Task. Nurture new leads . HubSpot vs. Both tools feature automation tasks, such as nurturing leads, automating tedious sales, or notifying team members of timely information. Triggers for HubSpot sequences: Sequences are typically triggered by manual enrollment by a sales representative, or any user with a Sales Pro seat. With Sequences the goal is to automate a one-on-one relationship between a sales rep and a prospect. You can use a saved view to help you select the correct contacts. In the dialog box, click Set as non-marketing to confirm. That's why the Workflows tool in HubSpot is so powerful. Or, learn how to create a new workflow. Hey ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). Click the name of an existing workflow or create a new contact-based workflow. Hubspot onboarding, sequences and workflows SOLVE Hi @Honorable, A lot of the manual steps can indeed be automated with workflows. For example, if you want to standardise contact’s names, the workflow can automatically capitalise letters in a name. That's correct. Marketing Email. Each system has its own capabilities, and is intended to serve a different purpose. ; In the left panel, select When an event occurs or When filter criteria is met. Another way round might be to create a workflow, with an enrollmen. Hubspot Sequences vs Marketing Emails: Whats the difference? When it comes to increasing sales through efficiency and the use of technology, Hubspot has you covered. HubSpot Workflows vs Sequences. Click the name of a workflow. 3. Click Enroll contacts at the top right of the sequence page. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). In your HubSpot account, navigate to the tool that you want to limit access to. Use bulk enroll for specific use-cases, not for prospecting. In your HubSpot account, navigate to Automation > Sequences. Sequences Demystified! Curious about the differences between workflows and sequences in HubSpot? 🤔 Look no further! Whether you're a seasoned marketer or a. Click the name of your contact-based workflow. An 'Enroll in sequence' action and an `Unenroll from sequence` action. When meeting certain criteria in workflow A, contact is. Hello Jessie, In order to achieve what you want, you need to have the "sequences" functionality activated in your Hubspot account. Learn more about setting enrollment triggers in workflows. Here are the 10 best features of HubSpot that marketing customers can’t live without in 2023: Email Marketing. The screenshot you have is of the "home" view so none of those workflows are part of a folder at all. Not sure if this is just a 'me' thing but any tips to improve workflow are appreciated. Sequence. While both are great for different purposes and can be used interchangeably depending on your needs, here is. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. 1. We usually use the standard workflow, which we’ve found works for most of our use cases. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email Campaigns | Autoresponder Madness | Aweber. In the right panel, select Go to other action . So when you enroll someone on a Monday it spreads tasks out 4 days (friday), then 6 days (the next thursday), then 6 days (next wednesday from that). You can access the sequences tool if you have a Sales Hub Professional or Enterprise. The user can enroll up to 49 contacts at a time into a predefined sequence of actions. Depending on which setup flow you choose, you will also be prompted to select an object and workflow type. You can create up to 10 unique webhook events. One of the biggest limitations of both the Free and all Starter plans of HubSpot is the lack of email sequences and the Workflows feature. g. In your HubSpot account, navigate to Automation > Workflows . New workflows and customized email templates have streamlined the process, and they’re now working to leverage more of HubSpot’s features. 2,505 followers. Best regards!HubSpot CRM 🤠 Helping you win the wild west of business 🏜 | HubSpot is a leading CRM platform that provides software and support to help businesses grow better. ( Hubspot Annual ROI Report)I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Once your HubSpot export data file is available, you can download it to your device. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. 15:08 – Helpful HubSpot Settings. Depending on your account’s subscriptions, you can use different tools for automation, such as: Forms or marketing emails. Hubspot Workflow Vs Sequence. Sequences - Which one is better? When it comes to HubSpot Workflows and Sequences, there can be a lot of confusion about which one is the right tool for the job. The short answer is Sequences are for Sales and Workflows are for Marketing. GSuite or Microsoft 365. When you're done, click Save. Use the if/than branching to select different emails to. Pipedrive’s Workflow Automation in 2023 . It can be used for: Customer segmentation; Resource management; Creating a marketing messaging framework; Generating headlinesSales Sequences are fairly simple: you set a few emails and delays between them and then they will send on that timeline as long as the contact does nothing. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. HubSpot’s marketing automation software streamlines your marketing activities, helping you increase the effectiveness and quantity of your campaigns. 🌟 Are you ready to revolutionize the way you handle payments? Look no further than this groundbreaking solution we've uncovered! Introducing a cutting-edge…Use this B2B email template to introduce yourself and your company to the prospect. Lead Love has been a key partner in scaling outbound efforts. Workflows : Les workflows sont parfaits pour envoyer des e-mails par lots plus importants à des clients potentiels dans la phase d' attraction de votre cycle inbound. Use unenrollment rules. What I meant was have 5 workflows named "Workflow Monday" "Workflow Tuesday" and so on until Friday for whichever day you enroll them. In the workflow that you want to trigger a sequence, click the + icon. Hubspot Workflows vs. RELATED: Sequences vs. Workflows and Sequences cater to different organizational. See moreHubSpot Sequences. If I want to A/B test emails as part of my nurture/promotion workflows, I should be able to. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. CTAs. Zapier's custom automated workflows (called Zaps) can bridge the gap by automating data transfer across your most-used apps. In the left panel, click Delay. The sequence editor will open up and see a blank canvas. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The email reply will also be logged on the CRM record. For a more in-depth tutorial, download The Ultimate Guide to Email Marketing Automation & HubSpot Workflows. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. Go to Automation > Sequences. Although we do use workflows as described, and they work great, and Hubspot is great for those, not every situation is going to benefit from a workflow- because the variables are either too messy or too many to manage that way. The workflow ensures you’re always viewing a standardised set of data. 4 ways to simplify your sales process with HubSpot sequences. With HubSpot, you can easily produce stunning material, capture leads, and close sales. In contrast, HubSpot Sequence is designed for sales reps to automate personalized emails to nurture leads and move them toward a sale. Hi Rob, You could create a task at the end of a sequence so that you could check manually. HubSpot, a market-leading CRM, sales, and marketing tool, provides an extensive list of features categorized under marketing, sales, services, operation, and CMS hubs. admin - June 16, 2022. There are two types of logic for multiple list filters, workflow enrollment triggers, and report filters: . With Sequences the goal is to automate a one-on-one relationship between a sales rep and a prospect . HUBSPOT MIGRATION; HUBSPOT ONBOARDING; HUBSPOT CONSULTING; WHY 3 & FOUR?. Triggers for HubSpot sequences: Sequences are typically. when the 1st mail in a given sequence is sent on Friday, sending the second mail after 3 working days would mean: sending it on on Wednesday. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). . AND logic; OR logic . 0’s entry-level subscription plan costs. Batch prospecting sessions. The first step is simple. “It’s Friday morning mankind! Good vibe, don’t frown and let the monster see you smile!” Napz Cherub Pellazo #fridaythoughtsGain expertise in HubSpot standard and advanced features; Complete certification in leading Inbound Marketing Tool (HubSpot) Manage Email Marketing campaigns in HubSpot; Manage Ads and Social Media campaigns in HubSpot; Manage technical setup of HubSpot for various clients; Manage marketing assets including website, blogs,. In the left panel, select Update data in a Google Sheet. The main communication option in the workflows is marketing emails while sequences are used to send. A lot of the manual steps can indeed be automated with workflows. A deal-based or ticket-based workflows are automated sequences that enroll a sales deal or service ticket in the same actions that were. However, you can use its existing templates. HubSpot Workflows vs. Example 9: Format your data. , phone call) 5 Update fields (e. This is where you can access 'RollWorks Engagement Spike' information. Related Post: HubSpot Workflows vs. I'd like to execute a sequence we've. Contact Management. . HubSpot was founded in 2006 as a result of a simple observation: people have transformed how they live, work, shop, and buy, but businesses have not adapted. ai. What I meant was have 5 workflows named "Workflow Monday" "Workflow Tuesday" and so on until Friday for whichever day you enroll them. Learn how to use each tool to automate and streamline. 6. To update your existing Google Sheet rows: In your HubSpot account, navigate to Automation > Workflows. What are EngageBay and HubSpot CRM? EngageBay is an all-in-one CRM with a suite of tools to help your business acquire, engage, nurture, and convert leads into customers. Let’s check out the differences between Hubspot automation workflows vs. ai. To add multiple criteria to the goal, click AND or OR. trigger when things happen to tasks to create actions and automation in other areas of HubSpot. Solved: Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generateHi @CWhite5,. In accounts with access to workflows or sequences, you can create tasks automatically and add them to a shared task queue, allowing other users to view and complete the tasks. There are common templates for both that solve for most common uses. Select the goal for your sequence. An 'Enroll in sequence' action and an `Unenroll from sequence` action. In your HubSpot account, go to Automation > Sequences. A smart list is triggered. The Workflow is ON switch will be toggled on in the top right. Workflows: Your Personal Assistant! Think of workflows as your personal assistant. This is set automatically by HubSpot based on the date/time set for an activity when it's logged on the record only when the Contact owner property has a value. Our platform includes. 1. . Here's how: Click Automation and select Workflows. Hubspot gives you different abilities depending on whether or not you are sending Sales Emails or Marketing Emails. See bio. 1) right after the call / task has been completed or 2) 1 hour after the call / task has been completed. Actions are functions that the workflow will execute for enrolled records. 3. Like marketrunner says, sequences are 1 to 1 automated outreach (primarily used for sales team outreach), vs workflows which can be used in hundreds of ways. With internal workflows, you can automate hundreds of tasks that are repetitive and time-consuming. If you want to personalize this email or send a different email based on a record property, using if/then. Opt-in List: Home Shopping Cart. Sequences, on the other hand, function best when used towards the bottom of the funnel once a lead becomes SQL. HubSpot vs GetResponse is a difficult comparison since both platforms offer almost similar marketing features. Pro tip: You don't have to wait for the export to appear. We help you Grow! 3 & Four will help you leverage the full potential of HubSpot for your business so you can focus on the most important part – Growth!Welcome to Episode 110 of HubShots! Asia-Pacific’s #1 HubSpot focused podcast This episode we chat about Inbound 2018, the Sydney HubSpot User Group, XML Sitemaps in HubSpot, forcing SSL in HubSpot,It's the option that I didn't want to go through. 0 is chiefly a marketing and sales platform for products and services. Implementing sales automation tools like HubSpot Sequences gives your team time back to focus on developing relationships with prospects. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. 1. HubSpot is more powerful and has more features compared to GetResponse. CRM Tools. Let’s say a brand new prospect just discovered your website and downloaded an ebook. For example, HubSpot Workflows are a marketing tool, whereas HubSpot Sequences are a sales tool. Workflows. I'd like to execute a sequence we've. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ️ Help in deciding suitable CRM Structure. Hi @karanka,. The tool performs actions based on those triggers. . Choose Contacts: Once your sequence is set up, navigate to the "Contacts". Please note: other types of emails can be sent to your non-marketing contacts, including sales one-to-one emails , sequences , chat transcript emails from conversations , registration emails , ticket kickback emails , transactional emails , and. CRM. This mismatch led Brian Halligan and Dharmesh Shah to create the vision for the inbound experience and to develop HubSpot's platform to support it. Workflow is not turned on. HubSpot Sequences vs Workflows: Key Differences. They will remove the contact from the same workflow. Within this CRM platform, there are different tools for different automation. So, it's up to you to figure out a way to contact them multiple times without being obnoxious. HubSpot excels in sales automation with its easy-to-use workflow builder, allowing users to automate repetitive tasks effectively. . 1. At the top of the table, click the More dropdown menu and select Set as non-marketing contacts. After deal creation, you can automatically create the ticket record and trigger the email send. Pick a shortcut you will easily remember, and click Save. Once they reply, the ticket status is updated to "open". ai. In the right panel, click the Re-enrollment tab. I'd like to see a way to find all workflows that enroll contacts in a specific sequence. You can also customize reports to monitor the deal metrics and performance you care about most. 1. It's free to sign up and bid on jobs. 11. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. With HubSpot, you can automate emails using two tools—Workflows and Sequences. ; In the left panel, select When an event occurs or. g. Workflows. Well! You can send automated emails by creating workflows only if you have a marketing hub professional or enterprise subscription. Put it on autopilot 1 Assign incoming leads to sales reps 2 Change lead status based on behavior 3 Set lead score notifications 4 Assign follow up tasks (e. eg; when contact property is. 0. 173. HubSpot Sales Hub Enterprise: $120 per user per month (10 minimum seat purchasing) From Sales Hub Professional to Sales Hub Enterprise, is mostly driven by an increase in the number of sales agents and enterprise-grade features. Really nice post!Hubspot is a powerful tool for automation. Sequence emails are sent from the connected personal inbox of a user, marketing emails via a connected company email domain. Learning and utilizing email templates and sequences increases prospecting. In the Workflows editor, open the "More" menu in the upper right. 7 effective HubSpot sequence best practices. Navigate to the Articles tab. HubSpot Email Sequences are a set of tools that allow you to automate much of your sales process by automating messages to your. In the workflow editor, click the + plus icon to add an action. If the record was created, it would enroll into the same workflow. HubSpot’s experts will design an onboarding plan for you based on: Your highest priority goals with HubSpot. A lot of the manual steps can indeed be automated with workflows. We use cookies to make HubSpot's community a better place. Demonstrate marketingHubSpot CRM 🤠 Helping you win the wild west of business 🏜 | HubSpot is a leading CRM platform that provides software and support to help businesses grow better. 4. Action 3: Send sales team member an in-app notification of. But, to fully understand the differences between HubSpot’s workflows and sequences, let’s compare them in the specific areas where there is a clear distinction. HubSpot workflows vs. To edit an existing workflow, hover over. g. Click the Delay type dropdown menu and select Set amount of time. Sendinblue (Brevo): Amazing price-to-performance ratio. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Select Contact-based or Company-based. Hubspot onboarding, sequences and workflows. In your HubSpot account, click the settings settings icon in the main navigation bar. Find Automation > Sequences under Automation in your HubSpot account. By utilizing HubSpot Sequences and Workflows effectively, you can save time, increase engagement, and drive better. Here's what it looks like in HubSpot. ”. The latest articles from our team of experts. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. Here's an example of what a HubSpot's workflow looks like: While. Sequences Jul 18, 2019 Using Workflows To Power Your Inbound Strategy [New Lesson] Jul 02, 2019. GetResponse offers automation in cheaper plans than HubSpot but is geared towards small businesses, while HubSpot is expensive and suitable for large teams. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Click on the “Create Workflow” button to start creating a new workflow. , interest area) Establish new customer welcome sequences 6 . GSuite or Microsoft 365. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. It’s. Being sent on your behalf via HubSpot Marketing Server or IPs. Common Difference between Workflows and Sequences Subscription Level. In the top left, click the pencil icon and enter a name for the list. You can also select list membership for an associated object. In the dialog box, select and set the goal criteria. Sequences. The two primary automation are Workf. Designed to automate sales and account management communications; Limited send volume per day (check limits by HubSpot plan here) Unenrolls contacts after a desired action; Contacts can be enrolled in bulk (50 at a time) or via HubSpot Workflows (daily limit applies) To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. In the dialog box, select and set the goal criteria. I found a janky solution . Longer A:-1- You're 'testing' your Workflow and the delays aren't working. HUG Leader. Instead, Sequences and Workflows should be used in tandem for different types of leads, to maximize the value of your email lists and effectively drive conversions. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. 2,505 followers. This can affect how you use the workflows tool. HubSpot sequences allow you to send a series of targeted, scheduled emails in order to nurture contacts over time. When we execute the sequence, we are asked to supply the missing data in the personalization. To create an email in HubSpot, navigate to Marketing > Email. Workflows are. HubSpot Workflows vs Sequences. It's free to sign up and bid on jobs. Select "Export. Marketing Workflows allow you to get a bit more savvy to alternate the content you're sending based on the behavior of the contact. Hubspot Workflows Vs Sequences. When you complete your onboarding with HubSpot, you’ll be confident using HubSpot to. Although w. Hi @AVasileiou,. After deal creation, you can automatically create the ticket record and trigger the email send. To edit an existing workflow, hover over the workflow, then click Edit. Reports. ai. Give your snippet a name, like “Email Greeting,” “Contract request,” or “Pricing info. Are you battling with the understanding of HubSpot Workflows vs. Now, without any further discussions, let's scroll down to understand the key differences between HubSpot Workflow and HubSpot Sequences. Each system has its own capabilities, and is intended to serve a different purpose. As you create each email, be sure to associate it with your campaign. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). There is a contact property called Last sequence ended date,the date that the contact was last unenrolled from a sequence. Click the name of a contact-based workflow. g. Step #1: Export a List of Your Workflows. With sequences, you are in most cases selecting individual contacts to be enrolled into automation, but. Select the checkboxes next to the contacts that you want to unenroll. Connect a new domain. At the top right, click Create workflow. Up to 300 fully customizable workflows for 10 teams, including quote-based workflows. Integration with regie. How to Differentiate HubSpot Workflows vs HubSpot Sequences? By. 1. In order to create a workflow, you need to provide a starting condition, or criteria which, if met by a given lead, will trigger the workflow to begin for that lead. 1 Take the guesswork out of follow-up. Here's the summary of the difference between marketing email and sales email in HubSpot. They’re a fast and effective way to improve your sales efficiency, streamline communication, and increase organization. In the upper left, click the Enrollments tab. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. In this post, we'll explore three tips to creating an email sequence that get you the results you want. Navigate to the Goals tab, than click Set goal. HubSpot is the only system you require to link your information, team, and customers. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. Good use-cases tend to be event-based. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. Based on the strategy document, 3 & Four data team will work on refinement, cleanup, and de-duplication of clients' data as per HubSpot import options. " Create a New Sequence: If you haven't created a sequence yet, click "Create Sequence" and set up your sequence with emails, tasks, and delays. To add multiple criteria to the goal, click AND or OR. @PamCotton Thanks, so I'm aware of that. With workflows in the realm of Sales and Service, the goal is to automate. Workflows emails are considered promotional, which means they may be filtered into promotions tabs. Use automated email sequences to deliver event updates, reminders, and post-event follow-ups. You can also use workflow actions from. In the actions panel, select Unenroll from sequence . Workflows können dann basierend auf den Aktionen des Leads in andere Workflows übergehen und sind somit (anders als Sequenzen) das Tool schlechthin wenn es um Kontakt-Segementierung geht. Workflow tasks for calls - weekday vs weekend. We will also create custom objects where needed, fields and properties, and manage the customization. Specific characteristics of your strategy would influence your sequences, such as your ideal customer profile, target market, and sales process. The best practice is to create a Hubspot email sequence strategy based on your go-to-market strategy. Workflows A Closer Look at HubSpot Sequences. Then, click Save. Workflows vs Sequences Hi Jason, I find that a good rule of thumb in workflows v sequences is first determining when the trigger action occurs. To edit an existing workflow, hover over the workflow, then click Edit. In the right panel, enter the details of your email. These workflows can include tasks such as email campaigns, lead scoring, and list segmentation. Click on the “Create Sequence” button. Within this CRM platform, there are different tools for different automation. Use automated email sequences to deliver event updates, reminders, and post-event follow-ups. Use the Activity properties filter when creating lists, custom reports, and workflow enrollment triggers to segment contact and company records by the interactions they've had with your company. .