2. Workflows: Choosing the Right Path for Your Marketing Success Understanding HubSpot's Email Automation Tools. Workflows. Go to Workflows in the main navigation and click the Create a Workflow button. In the dialog box, click Yes. But while a little bit of psychic ability would certainly help, there's actually a structure you can follow to map. A deal-based or ticket-based workflows are automated sequences that enroll a sales deal or service ticket in the same actions that were. Workflows: Do you know the difference? 🤖 Automate your emails with Sequences for one-on-ones and use Workflows for bulk actions. Select Admin > Integrations from the main menu. In your HubSpot account, navigate to Sales > Tasks. We should be able to use individual sequences in workflows with these parameters at a minimum: Sequence is active; Sequence has completed; Sequence bounced; Sequence unsubscribed; This could help me automate my deal stages further. Enrollment trigger: Contact gathers a certain number of HubSpot points. You'll want to give an overview of the key challenges your content marketing plan will solve. One of the biggest differences between these two automation tools is the type of emails that are sent through them. Best HubSpot alternative for in-depth customer data. I've implemented hubspot for some clients that have a qualification team on their sales process. The starting condition for any workflow could be to manually or automatically enroll contacts. 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. Workflow is not turned on. Comparing Sequences and Workflows. Type of Emails. HubSpot offers two ways to automate your sales and marketing activities: Sequences and Workflows. When reviewing your workflow history, you may see that an action was skipped to prevent an infinite loop. Select the orange “Create Sequence” button. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber. The record doesn't meet the workflow's enrollment triggers. ; In the left sidebar menu, navigate to Users & Teams. Looking to use automation to save you time and make a follow-up with sales leads even easier?HubSpot Sequences are designed for sales automation situations like follow-up, while HubSpot workflows offer more flexibility in your automation and have virtually unlimited uses. 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). Double-check all links and CTAs, personalization tokens, spelling, and. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. That. HubSpot Freelancer | RevOps & CRM Consultant |. HubSpot offers a free plan for basic CRM needs while Salesforce does not. Use sequences properties and activity as Contact filters in List and Workflows. Hubspot Sequences: Automated Sales Emails. 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. This feature would be good for companies with longer buying cycles and send out emails to nurture contacts to become leads every quarter. Sequences are “1-to-1” emails that help teams move through their touches quickly without sacrificing personalization. Campaign functionality has come a long way but when utlizing ABM approaches, we often have our sales teams run "sales outreach campaigns" through Sequences. It will prevent our domain from being blocklisted as well as our emails automatically going into the spam folder of recipients. At the top of the Select sequence dialog box, click the Start at dropdown menu and select the step where the contact should start the sequence. Using automation eliminates many tedious and manual. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. There are two types of logic for multiple list filters, workflow enrollment triggers, and report filters: . Automation Powerhouses: Workflows and Sequences. In the left panel, click the Templates tab. Free HubSpot CRM. HubSpot offers a free plan for basic CRM needs while Salesforce does not. 💼 Subscription Requirements: Sequences are available with Sales or Service Pro. In the left panel, select Branch. By Shelby Catalano September 28, 2022. Vous pouvez déclencher des e-mails en fonction de l'intérêt initial qu'ils portent à votre entreprise (par exemple, s'ils ont téléchargé un livre blanc) et entretenir ces. To customize the statuses in a pipeline: In your HubSpot account, click the settings settings icon in the main navigation bar. To edit an existing workflow, hover over the workflow, then click Edit. AND logic; OR logic . Hubspot. 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. Some useful work templates for B2B Digital marketers. As the name indicates, marketing contacts are people who you’re actively marketing to. To give a user Delete access, they must be given Edit access. Actions are functions that the workflow will execute for enrolled records. Will it work where a workflow is triggered by the events in a sequence? For example, 1) Sequence - contact fills out form, gets download email, clicks download link . Hubspot onboarding, sequences and workflows. Sequences: What’s the Difference? One notable difference between workflows and sequences is the type of HubSpot subscription you’ll need to access the features. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. Start from scratch and choose the record type that you wish to enrol as the workflow type, then click Next. Type your text. That’s why INBOUND 2020 introduces the massively improved Sales Hub Enterprise, featuring an enterprise-grade CRM, AI-powered sales acceleration, Connected Configure-Price-Quote Tools, and Streamlined Sales Reporting. To personalize forms to your brand, you need to have technical. Once you're done, click Save. Workflows vs. When comparing Zoho CRM vs. Throttling is a super important feature to add to HubSpot. In the left panel, click the email Email icon. You can also customize reports to monitor the deal metrics and performance you care about most. In your HubSpot account, navigate to Automation > Workflows . While both sequences and workflows serve the purpose of automating marketing tasks, they have distinct differences and are suited for different purposes. HubSpot’s developer platform is a core part of our mission to empower organizations to grow better. This means that you’d have to. Click the + plus icon to add a new action. A smart list is triggered. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. From any manual or automated email click + Add A/B test. The “if yes” sequence will guide a contact, prospect, or lead from one stage in the buyer. If you haven't looked at the sequence templates that are available in HubSpot, I'd start there. HubSpot Sequences vs Workflows: We created a breakdown of HubSpot sequences vs. If you are enrolling a contact into a sequence, select the Sequence you want to enroll. The sent email will be logged to the contact's record in HubSpot. 15:08 – Helpful HubSpot Settings. HubSpot's lead status contact property offers a solution for managing potential sales leads and organizing their contact information. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial. 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. In the dialog box, hover over the sequence and click Select . This HubSpot workflow extension is compatible with all workflow types and it allows you to: Automate sending HubSpot object data to new or existing Google Sheets rows in just a few clicks- no code needed. In the left panel, click Delay. Triggers for HubSpot sequences: Sequences are typically triggered by manual enrollment by a sales representative, or any user with a Sales Pro seat. janinel. trigger when things happen to tasks to create actions and automation in other areas of HubSpot. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. In contrast, HubSpot Sequence is designed for sales reps to automate personalized emails to nurture leads and move them toward a sale. Opt-in Guru: Home Shopping Cart. After HubSpot creates your new workflow, you can start adding actions to it by clicking the plus icon +. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. It's the option that I didn't want to go through. Click Create deal. Journey-Based Advertising (JBA) eliminates this anxiety by combining paid advertising with the Inbound methodology. Even using the fixed-date workflow, it would require knowing how many days are between the fixed-date and when you want the sequence of emails to go out. Email Automation 101: HubSpot Sequences vs. Sequences are used by salespeople to enroll prospects into a highly-personalized series of messages. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. GetResponse: Great for webinars. Talk about sales enablement! This feature includes two new actions in the HubSpot workflows tool:. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. Comparing sequence vs. If you want to send a plain text sales email such as a. Marketing automation verdict. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial. I'm not sure the an email created through a task is considered a sequence email by HubSpot, since the email is not sent through the sequences tool. Comment was inaccurate - I meant that I cannot schedule an email to be sent automatically e. Automated sales email sequences; Workflows (HubSpot’s automation engine) e-Signature (limited to 10 signatures per user per month) Product library and quotes; 1:1 video creation; Sales analytics (pre-built reporting on all kinds of different sales metrics) Custom reporting (up to 20 custom reports)HubSpot’s answer to better marketing automation is called Workflows. HubSpot Sequences automate your sales outreach and help you to keep contacts engaged by sending a series of targeted, personalized, and well-timed emails to engage and nurture. Conversions from these efforts currently can't be associated with campaigns even though its my marketing team managing the effort. Resa and the team at Cacao Media recently hosted their 5th Hubspot workshop this year. In the left panel, click tasks Task. Onboarding Email Drip Campaign. Resource HubSpot Knowledge Base What is a workflow goal and whyHubSpot users have access to two different types of email automations: Sequences and Workflows. Add the copied BCC address to the BCC line of the email. @PamCotton Thanks, so I'm aware of that. 12:46 – HubSpot Workflows (Automation) 13:40 – HubSpot Sequences. You can search existing templates or click. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. Unlike Sequence, which is focused on outbound sales, Workflows can be used for a variety of marketing purposes, such as lead nurturing, internal notifications, and customer onboarding. Customize access to bulk actions, property settings, and the workflows tool. 2,000/day. With Sequences the goal is to automate a one-on-one relationship between a sales rep and a prospect . With HubSpot, you can easily produce stunning material, capture leads, and close sales. Sequences and Workflow differ in terms of triggers,. HubSpot’s marketing automation software streamlines your marketing activities, helping you increase the effectiveness and quantity of your campaigns. Hubspot Sequences Vs Workflows. In your HubSpot account, navigate to Marketing > Email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Marketing Email is designed for marketers to create targeted and visually appealing emails. The main communication option in the workflows is marketing emails while sequences are used to send. Or allowing Workflows to conduct more sequence-based actions could be a good solution too (e. On any given day, the average businessperson receives 91 emails, according to a report by The Radicati Group. 2. The best lead nurturing campaigns begin with content mapping, a process in which you decide what content is most appropriate for a person to receive at a given time. Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Select Workflows. You might find yourself switching backward and forward between different systems, and even worse losing data in the process. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. Here's an example of what a HubSpot's workflow looks like: While. Depending on which setup flow you choose, you will also be prompted to select an object and workflow type. This will be version A of your A/B test. HubSpot CRM; Pipefy Alternative; Bitrix Alternative; Pipedrive Alternative; EXISTING USERSHubSpot forms. HubSpot records tracked email opens and clicks in the activity feed and on the record's timeline. Then, click Turn on. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. Creating a HubSpot Sequence. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. One of the most compelling aspects of the. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. Nurture new leads . Hi Josh, You are right, the sequences can be 1 -12 days apart from each other. Resource HubSpot Knowledge Base What is a workflow goal and why Create workflows to trigger lifecycle stage changes With the volume of contact properties available with HubSpot, manually updating contact properties becomes impractical when you’re managing a. If you're not familiar with HubSpot workflows vs sequences, they are a great way to automate your marketing process. Sequences and. Workflows and Sequences cater to different organizational goals. Click Save. HubSpot lacks form customization with partial HTML/CSS/JS coding. Unlike marketing emails, you do not create these in the email menu but via the Conversations menu. If the action determines a singular, individualized contact attempt then I would recommend using workflows to set that task. Step 7: Test the Campaign Before Launching. Custom Objects. The CRM (Customer Relationship Management, or to put it even more simply, the database). Workflows? Having a hard time choosing? Find out which your business needs here. Sequences Vs Workflows Hubspot HubSpot is a software application company that provides automation and integration to aid small and medium-sized companies to expand. Select the Include unsubscribe link checkbox. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Alyssa Petty October 30, 2023 at 3:06 PM Workflows and Sequences in HubSpot can be similar. Lead Capture & Management. Next to your additional paid users, click. In the right panel, select a new workflow trigger, then click Save. Option 2 means you'll pause your entire sequence activity. HubSpot will thread the emails sent from the sequence. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Test the sequence. Marketing Email. In the top right, click Create sequence. You can also use contact based workflow to automatically unenroll contacts. . Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate. In this article, we will dive deeper into the world of marketing automation and explore the nuances. Side note: You cannot combine use of both Sales Professional and Sales Starter. Click the name of the template or snippet to edit, or create a new template or a new snippet. It will allow you to send a series of email templates to your contacts. Click the name of a contact-based workflow. 4 ways to simplify your sales process with HubSpot sequences. Go to Automation > Sequences. You might find yourself switching backward and forward between various systems, and even worse losing data in the process. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Add a branch to your workflow. hubspot. Sequences are available to Sales Hub, Service Hub Enterprise, or Professional subscribers, while workflows require a Marketing Hub Professional or Enterprise. You can also add different tasks, such as making a call to the sequence. After Barrett's go-ahead sequence, Jaquez missed a turnaround shot and Brunson sank a 19-footer with 1:24 left. To update your existing Google Sheet rows: In your HubSpot account, navigate to Automation > Workflows. By using the Format data workflow action you can automatically format, fix and maintain your CRM data. Or allowing Workflows to conduct more sequence-based actions could be a good solution too (e. Since they’re blasted to a wide audience, they are not personalized in a meaningful way. Try Salesforce. Records can only be enrolled in a workflow that is turned on. We use cookies to make HubSpot's community a better place. This is where you can adjust the contact and account push and pull settings to a specific users liking. Published: February 23, 2016. The subscriptions will be associated with the contact and deal record. Connect a new domain. This article includes instructions for creating and editing lists from the lists tool. The “New template” button is on the top. This is intended behavior in HubSpot. In this blog, we're delving into the power of HubSpot's marketing automation features: workflows and sequences. Action 3: Send sales team member an in-app notification of. HubSpot vs. The user can enroll up to 49 contacts at a time into a predefined sequence of actions. Additionally, you can only use marketing workflow actions like “send email” or “add to ads audience” with marketing contacts. I can think of a workaround where I create a custom property and then assign A or B as values to each of my contacts. These are 14 of the best Hubspot alternatives for most business needs: EngageBay: Best all-in-one software for small businesses. Used by sales teams to establish a connection with a lead through a series of follow-ups. CRM Tools. Step 5: Choose your pipeline name. If a contact receives version A of Email 1, they still have a 50/50 chance of receiving A or B for Email 3. ; Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. Pausing individual contacts is not a process that scales well. Use unenrollment rules. Click the name of a workflow. CTAs. We will help you understand the purpose of workflows, how to manage your workflows, and wa. To identify objects that meet all criteria within a set of list filters or workflow enrollment triggers, use AND logic. Build automated workflows based on custom object data. Opt-in List: Home Shopping Cart. GetResponse offers automation in cheaper plans than HubSpot but is geared towards small businesses, while HubSpot is expensive and suitable for large teams. HubSpot workflow automation is one of the most powerful features of the platform. Get a demo. ⭐⭐⭐⭐⭐ Specializes in empowering sales teams with features that fit daily challenges. Cacao Media hosted its 5th Hubspot workshop! Every event focuses on a different topic. After deal creation, you can automatically create the ticket record and trigger the email send. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Certified developers are more likely to be up-to-date with HubSpot's latest tools and features, ensuring better project outcomes. Workflows: A Comprehensive Comparison In this blog post, we explore the key differences between HubSpot Sequences and Workflows. 1. You can create additional workflows to trigger from another email engagement event by clicking Add a new workflow. In the pop-up box, click Sequences. Or, learn how to create a new workflow. For example, if a buyer purchases one monthly and one annual subscription with a one-year term length, HubSpot will create two subscription records. Sequences and Workflows are two powerful email automation tools offered. The most fundamental difference is that a sequence is a sales tool while a workflow is a marketing tool. The email reply will also be. Zapier's custom automated workflows (called Zaps) can bridge the gap by automating data transfer across your most-used apps. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. The Workflows tool is multi-faceted. In this blog, we’ll discuss what HubSpot sequences are, the difference between workflows and sequences, and more. It should allow you to collect leads, assign contacts to team members, and create automation workflows. With workflows in the realm of Sales and Service, the goal is to automate processes and reduce admin for your. Workflows are usually comprised of automated emails and there are no limits to the number of emails you add to a workflow. To help you differentiate the tools further, here are the key pros and cons of each:HubSpot Marketing Hub. In your HubSpot account, navigate to Automation > Workflows. Learn more about AND vs OR logic. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber. Click the ‘Settings’ icon in the navigation bar. . ⭐⭐⭐⭐ Powerful sales features, but not as. The sequence editor will open up and see a blank canvas. Step 3: Click the ‘Pipelines’ tab. And to be honest, sometimes it feels like you have to be psychic to nail it. All 100 contacts would receive Email 2 (A). In this notification action, you can select which users and teams and owners to notify. Set up your third ad to close deals. ; Classroom Training Schedule in-person training for a hands-on and personalized. g. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Email 3 will also be split with 50 contacts receiving A and 50 receiving B. The issue with the workflow is that it doesn't pause if task wasn't completed, so it moves through the workflow without the sales person following up. You must start a new thread if you want to thread subsequent emails in a sequence. Opt-in Subscribe: Home Shopping Cart. Its paid plans (starting at $50/month) support email templates, click notifications, and customizable workflows. With HubSpot, you can automate emails using two tools—Workflows and Sequences. Enrollment trigger: Contact is member of Webinar Registrants. You can convert them to IPv6 format using an online tool like this one. Templates. Freshsales vs. Sequences vs. ; In the right panel, enter the permission set name and navigate the tabs to assign the. To connect a root domain to HubSpot (such as hubspot. None of the above. Click the Create Sequence button. Omnisend. In the toolbar at the bottom, click the Personalize dropdown menu. 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) You can accomplish this through workflows automatically. On the workflow details page, click the Action logs tab or the Enrollment history tab. In the task editor, enter the details for your task. How to Differentiate HubSpot Workflows vs HubSpot Sequences? By. HubSpot Sequences HubSpot Sequences vs. In the left panel, select Branch. Used by. Sequences are best for developing 1:1 relationships between leads and sales representatives. Click the Contact enrollment trigger box. 2. Sequences, on the other hand, are more focused on delivering a specific message or call-to-action and are great for short-term campaigns. Providing the "Don't send to unengaged contacts" option that's available on all Hubspot marketing emails could serve a similar purpose, if made available on the Sequence level. ; Classroom Training Schedule in-person training for a hands-on and personalized. Unlimited active event types and one-on-one events. HubSpot Sequences Vs Workflows. From gaining complete control to sync tons of user data with total flexibility to pick the ones that matter to your business to automated workflows with timeline events to fuel your Hubspot CRM tech. Here’s an abbreviated list of what you can automate with HubSpot workflows: Set a delay; Add an if/then branch; Go to another action within the workflow; Enroll in another workflow;. Click the Automation tab in the HubSpot navigation bar. 1. Marketing emails can also be added as assets to your campaigns. On the other hand, HubSpot's CRM is more comprehensive. . 173. Sequences vs Workflows You have probably noticed that apart from Workflows, HubSpot allows you to create sequences, so you might be wondering what the difference is? It’s pretty simple. By meeting prospects in the right place, at the right time, JBA turns paid ads from a. That's a lot of email. HubSpot Marketing Email is designed for marketers to create targeted and visually appealing emails. These interactions include meetings, conversations, tasks, notes, one-to-one emails, phone calls, postal mail LinkedIn, WhatsApp, and SMS. With HubSpot, you can automate emails using two tools—Workflows and Sequences. 🔍 Mastering HubSpot: Workflows vs. Click + Create new email. A lot of the manual steps can indeed be automated with workflows. In the dialog box, select and set the goal criteria. Q: Workflow not recognizing YES branch (contact replies to email). Here’s how to set up your first sales pipeline: Step 1: Open HubSpot. . In the upper right, click Add report, then select From the report library. . To set up a data formatting action: In your HubSpot account, navigate to Automation > Workflows. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and. They are designed to automate a series of follow-up emails and tasks, helping sales teams nurture leads and maintain a consistent, targeted communication. Select a task view or filter the tasks you want to view. Workflows: Choosing the Right Path for Your Marketing Success Understanding HubSpot's Email Automation Tools. The workflow types can be created for the following objects: Contact-Based Workflow. Use the workflows tool to take your automation to the next level. In the left panel, click the Email icon email . Click into the body of your template or snippet where you want to insert a personalization token. Or, learn how to create a new workflow. Ticket and deal pipeline and stages. Within a CRM, workflows are automated actions within the system that can move the sales process forward. Check out HubSpot sequences vs. AND logic. One of the most important things to g. ) Action 2: Delay schedule and timing. , sending emails on day 1, day 3, day 5) and cold outbound sequences. 2) Set enrollment triggers. Click the name of an existing workflow, or create a new workflow by clicking Create workflow. The two systems available for email automation through HubSpot are “Workflows” and “Sequences”. HubSpot workflows can integrate with Regie. I have a basic sequence and I relalize now that I need a workflow. Calculate the Costs of a CRM that Integrates with Constant Contact. In the right panel: To edit, make changes to. Whether you're a HubSpot newbie or a curious marketer looking to elevate your strategies, you've landed in the right spot. Click the Automation tab in the HubSpot navigation bar. To create a permission set: In your HubSpot account, click the settings settings icon in the main navigation bar. Sequences. For example, if you have a Company based workflow, you can add Company personalization tokens. Zoho offers a whole suite of tools as. The user can enroll up to 49 contacts at a time into a predefined sequence of actions. g. If you're creating a task for an individual record: Click the name of the record. In short, JBA is a digital advertising strategy where you tailor your ad targeting and ad creation to align with the buyer’s journey. 🚀 Learn how to… Pearagon on LinkedIn: #hubspothacks #. If you have more than 1 HubSpot portal, select the Portal that you want to connect. Our immediate next steps in the category of Sequence automation settings will be related to more granular unenrollment criteria, and how that relates to reporting in Sequences. By meeting prospects in the right place, at the right time, JBA turns paid ads from a. HubSpot Sales Hub Pricing. Discussion Topics Ab Bulk Mailer | Acelle Mail | Anik Singal Email Marketing | Autofunnels | Automated Email System | Autoresponder. In the right panel, select the Send email action. Additionally, you can only use marketing workflow actions like “send email” or “add to ads audience” with marketing contacts. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I'm trying to add a filter to a branch of a workflow that checks if a contact is a member of a list but when I search for list under contact properties, nothing shows up. Use sequences properties and activity as Contact filters in List and Workflows. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences.