In the upper left, click the Enrollments tab. In the dialog box, click Set as non-marketing to confirm. The export is a . If you're reading this article, chances are you know. It’s. Hubspot Workflows Vs Sequences. HubSpot for SAAS; HubSpot for Non-Profits; BOOK AUDIT REQUEST CONSULTATION. The two primary automation are Workf. With automation, you’ll save time, drop the manual workload, and ensure a smooth event experience for both organizers and attendees. While these terms are often used interchangeably, there are many differences between sequence and workflow in HubSpot. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 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. Create HubSpot workflows to automate event registration, ticketing, and feedback processes. Sending sequences with missing personalization data. 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. Our platform includes. This will move the article to the Archived section of your articles. To get the most out of HubSpot’s sequences, ensure your sequences are programmed around the specific action you’re trying to get. One thing to think about when it comes to running your process in HubSpot (or really any customer success tool) is that it's internal facing, so as much as you get setup your customer doesn't have visibility. Click on the “Add email” button to add an email to your sequence. A game-changing feature of HubSpot that can redefine your overall potential: ️ Guidance on possibilities and limitations. Search for jobs related to Sequences vs workflows hubspot or hire on the world's largest freelancing marketplace with 23m+ jobs. 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. HubSpot’s marketing automation software streamlines your marketing activities, helping you increase the effectiveness and quantity of your campaigns. On the other hand, workflows use marketing emails that are saved for automation. Workflows emails are considered promotional, which means they may be filtered into promotions tabs. Also includes quote-based workflows and workflow health monitoring. The send limit set by Sequences protects you from hitting your inbox's send limits, but if you want to avoid hitting the limit set by sequences, here are a few tips: Personalize at least the first email of every sequence. In the workflow editor, click the + plus icon to add an action. Sequences. In HubSpot, navigate to your Workflows dashboard and scroll to the bottom right where you'll find an Export button. Hubspot. We’ve highlighted some key differences between ClickFunnels 2. Used by marketers (or in some companies, by customer service teams) Great for. Using a sequence enables you to send an automated e-mail on the next day (or working day if you prefer). ai. Whereas, sequence tool can be. Something akin to the "used in" feature for object JavaScript must be installed and enabled to use these boards. 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. For Enterprise customers, phone support is included at no extra charge. ; By default, records will. HubSpot lacks form customization with partial HTML/CSS/JS coding. Once they reply, the ticket status is updated to "open". A smart list is triggered. 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. Improve your team’s efficiency by automating business processes in HubSpot. Enrollment trigger: Contact gathers a certain number of HubSpot points. 1:55 PM: Q&A: Christina will be ready to answer all of your questions, so come ready! Organizers. HubSpot also has a similar feature called “Workflows. 173. 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. You can get acquainted with the Salesforce platform using the 30-day free trial while HubSpot provides a 14-day free trial. To add multiple criteria to the goal, click AND or OR. Click the name of a contact-based workflow. Related Post: HubSpot Workflows vs. What I meant was have 5 workflows named "Workflow Monday" "Workflow Tuesday" and so on until Friday for whichever day you enroll them. HubSpot. Can I combine these together and send one Sequence or on. Christina Bockisch will have the floor to share her insights around workflows and sequences in HubSpot. Last sequence enrolled: the unique ID of the last sequence that the contact was enrolled in. To edit an existing workflow, hover over the workflow, then click Edit. Anders als Sequenzen können Workflows automatisch beginnen, sobald ein Trigger ausgelöst wird. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email System | Autoresponder Madness | Aweber Affiliate | Aweber Autoresponder | Aweber Free | Aweber Pricing | B2b Email | B2b Mail | B2b Mailing Lists | B2b Newsletter | Benchmark Email Pricing | Best Autoresponder For Affiliate Marketing |. Within an if/then branch, click the + plus icon. Hi @AVasileiou,. How each tool plays a unique role in your marketing. However, you can use its existing templates. You could create a task at the end of a sequence so that you could check manually. Within an if/then branch, click the + plus icon. This means that you’d have to. In just one click, HubSpot's VoIP (Voice over IP) software connects you to your prospects and customers. Check out HubSpot sequences vs. 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. They will remove the contact from the same workflow. If the record was created, it would enroll into the same workflow. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Professor Opt-in: Home Shopping Cart. Type of Emails. You can use a template or start from scratch. To edit an existing workflow, hover over the workflow, then click Edit. HubSpot Marketing Email is designed for marketers to create targeted and visually appealing emails. Giving customers a clear view of “what’s next” with a success plan. To edit an existing workflow, hover over the workflow, then click Edit. 1. Depending on your account’s subscriptions, you can use different tools for automation, such as: Forms or marketing emails. We've heard from our users that there should be an option. Workflow tasks for calls - weekday vs weekend. janinel. Both tools equip you to send contacts a series of emails, but they are designed for different purposes. Ticket and deal pipeline and stages. Sequences vs. Used by. In the top right, click Create Sequence. Difference Between a Workflow and a Sequence in HubSpot. Sequences Demystified! Curious about the differences between workflows and sequences in HubSpot? 🤔 Look no further! Whether you're a seasoned marketer or a. Go to the sequence editor, click on the edit pencil icon and type a name for your sequence. 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. In the actions panel, select Unenroll from sequence . Select Contact-based or Company-based. If you have HubSpot Sales Starter, Professional or Enterprise, you can enroll any of your contacts into a sales sequence via your native email tool (Gmail or Outlook) or from your HubSpot portal. It is a functionality that is available at the sales pro level. In the left panel, click tasks Task. Workflows: Your Personal Assistant! Think of workflows as your personal assistant. HUBSPOT WORKFLOWS VS SEQUENCES; INBOUND MARKETING AGENCY; INDUSTRIES. Hubspot offers two ways to automate the conversation with your audience - Sequences and WorkFlows. After deal creation, you can automatically create the ticket record and trigger the email send. Click the name of an existing workflow, or create a new workflow by clicking Create workflow. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. 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. Being sent through your Connected Email ID e. Streamline CRM workflows. The video's I can find on YT seem to get other stuff than what I get when I follow the steps. Use automated email sequences to deliver event updates, reminders, and post-event follow-ups. HubSpot for SAAS; HubSpot for Non. Add a branch to your workflow. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Comparing HubSpot Sales Hub: Starter vs. As you're first tackling the HubSpot platform, the amount of features that make it a powerful tool can be overwhelming. After composing your email, click Save email at the bottom of. Then asecond workflow on the contact triggers a sequence using those properties to populate. We use cookies to make HubSpot's community a better place. Not sure if this is just a 'me' thing but any tips to improve workflow are appreciated. Workflows vs Sequences: Choosing the Ideal Approach for Your Email Campaigns 📧 With an array of tools and platforms available, it's crucial to assess which. Last sequence enrolled date: the date the contact was enrolled into a sequence. In the workflow editor, click the + plus icon to add an action. . In a nutshell, the lead status contact property tracks exactly where a lead is from the first moment they’re identified until they become an opportunity. Select the checkboxes next to contacts you want to set as non-marketing contacts. How Sales Sequences Work. This would then alert you to add them to a workflow or a list. That's why the Workflows tool in HubSpot is so powerful. Mailchimp at a glance. In your HubSpot account, click Automation in the main menu and choose Workflows. Then, click Save. Incorporate shared data in HubSpot workflows. Choose Contacts: Once your sequence is set up, navigate to the "Contacts". In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. Batch prospecting sessions for two to three hours at a time and take a quick five-minute break between each hour. FormPay by MakeWebBetter accepts payments or donations with HubSpot forms from several payment gateways. Sequences - What's the Difference. ActiveCampaign: Offers hundreds of integrations. In the left-hand sidebar, click Sequences. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. The rule is simply: if THIS happens THEN do this. This can improve the quality of your content and help you build a stronger brand identity. In addition it would be nice that you can choose to count only working days between 2 steps in a sequence or workflow. Step 3 - Click on the tab labeled "Lifecycle Stage. Sequence. 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. Please note that "LinkedIn" and "LinkedIn Ads" are different integrations and are not needed here. The size & complexity of your organization. HubSpot Workflows vs. These interactions include meetings, conversations, tasks, notes, one-to-one emails, phone calls, postal mail LinkedIn, WhatsApp, and SMS. 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)See what's happening at HubSpot on our awesome blog. What you need to remember when making Lists and Workflows in HubSpot. 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. While both are great for different purposes and can be used interchangeably depending on your needs, here is. " Confirm your export in the pop up, and the workflow will download as an image onto your computer. With HubSpot, you can quickly develop stunning content, capture leads, and close sales. ai. After deal creation, you can automatically create the ticket record and trigger the email send. To help you differentiate the tools further, here are the key pros and cons of each:To build a HubSpot Workflow using Account Spike data: Click the 'Workflow' tab at the top of the screen. ️ Help in deciding suitable CRM Structure. 17:56 - Closing. Both tools equip you to send contacts a series of emails, but they are designed for different purposes. In the left panel, select Start from scratch or select a pre-made sequence template. ” Knowing which one to use and when can be tricky at first, so here are the primary use cases for each one: HubSpot Sequences are great for: 1-on-1 communication; Only needing to know upfront metrics like whether someone opened/replied backWorkflows are usually comprised of automated emails and there are no limits to the number of emails you add to a workflow. Optimize your. Step 1: Choose a Starting Condition. In the dialog box, select and set the goal criteria. Step 2: Type a deal stage name. HubSpot workflows vs sequences: When to use each. 2,505 followers. , phone call) 5 Update fields (e. Get the free HubSpot audit by a certified consultant now! SOLUTIONS. Delivering the right marketing message to your leads across channels can be time-consuming and difficult to execute as your business grows. Workflows: A Comprehensive Comparison In this blog post, we explore the key differences between HubSpot Sequences and Workflows. . Payments or Invoices. Select the list of contacts you want to export, and click More => Export. Good use-cases tend to be event-based. 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). 2 Which of the following Sales Hub tiers have access to HubSpot’s automation platform? [1] 3 Understand contact-based workflow types [2] 4 List of Hubspot CRM Customers [3] 5 HubSpot Sales Hub Features Simplified 101 – Learn [4]Steps to resolve. Click on Create Sequence. Use bulk enroll for specific use-cases, not for prospecting. 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. 2 Automate your sales outreach. Sequences are available to Sales Hub, Service Hub Enterprise, or Professional subscribers, while workflows require a Marketing Hub Professional or Enterprise. Your. There are a few differences between HubSpot sequences and workflows. Sequences and workflows. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Workflows and Sequences cater to different organizational. This would then alert you to add them to a workflow or a list. Sales Email. You know they’re not. I want to create one where they get the next ema. You can access the sequences tool if you have a Sales Hub Professional or Enterprise user or Service. In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. Example 9: Format your data. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. I found a janky solution . Click the + plus icon to add a new action. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. The two primary automation are Workf. Select the 'Company' object. Discussion Topics Ab Bulk Mailer | Acelle Mail | Autofunnels | Automated Email Campaigns | Autoresponder Madness | Aweber. We want to send an email using a sequence to our contacts. Sequences. After deal creation, you can automatically create the ticket record and trigger the email send. Sequences have a maximum of 5 automated emails per sequence, but you could have additional manual emails, tasks, and call tasks. Sales Email. Hi Rob, You could create a task at the end of a sequence so that you could check manually. If you are enrolling a contact into a sequence, select the Sequence you want to enroll. 3. In the pop-up box, click Sequences. . HubSpot Sequences are designed to help you manage your email follow-ups and stay engaged with your contacts. Really nice post!Hubspot is a powerful tool for automation. 2. Here's how: Click Automation and select Workflows. In the sequence editor, click the edit pencil icon and enter a name for your sequence. ai. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 4mo. To edit an existing workflow, hover over the workflow, then click Edit. Finally, the team will migrate all data points, create associations, and manage all. Let’s check out the differences between Hubspot automation workflows vs. Here's the summary of the difference between marketing email and sales email in HubSpot. Give your snippet a name, like “Email Greeting,” “Contract request,” or “Pricing info. ️ Support in syncing data with custom objects. HubSpot records tracked email opens and clicks in the activity feed and on the record's timeline. To the right of QuickBooks Online, click on the Install App icon. 1. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. HubSpot CRM is easy to use and completely free. Marketing Email. What I meant was have 5 workflows named "Workflow Monday" "Workflow Tuesday" and so on until Friday for whichever day you enroll them. That said, the property value for the contact’s ‘Company Name’ isn’t automatically populated from the Contact’s associated Company record. g. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Hey enrolling and unenrolling in sequences is actually a workflow action you can use. In the top left, click the pencil icon and enter a name for the list. However, workflows are more flexible and can be used to automate a broader range of tasks. 🔗 Read the full article here: In this blog, we explore: The core functionalities of workflows and sequences. Click on a campaign. Use the workflows tool to take your automation to the next level. 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. Select "Export. To further customize the email, click the email tool link at the top of the panel. Español; Português; Français; About HubSpot About Us; Contact Us; Customer Support; Log in Start free or get a. Click Enroll contacts at the top right of the sequence page. I want to leverage the a/b performance results but I found a possible way: - When creating a/b testing email marketing, on the performance option, you can create a static list from each one of the versions. At the top of the table, click the More dropdown menu and select Set as non-marketing contacts. In your HubSpot account, navigate to Automation > Sequences. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Go to App Marketplace. Or, create a new workflow. One of the most important things to g. HUBSPOT WORKFLOWS VS SEQUENCES; INBOUND MARKETING AGENCY; INDUSTRIES. In this blog, we’ll discuss what HubSpot sequences are, the difference between workflows and sequences, and more. To get started, we need to create a workflow for incoming tickets. In the right panel, enter the details for your tasks, then click Create. In the dialog box, click Yes. Lead Love has been a key partner in scaling outbound efforts. Or, learn how to create a new workflow. In your HubSpot account, navigate to Automation > Workflows. GSuite or Microsoft 365. Hubspot onboarding, sequences and workflows. 4 How We’ve Used HubSpot Sequences. HubSpot offers you to build a workflow from scratch. Click the name of an existing workflow, or create a new workflow by clicking Create workflow. Sales <> Success Handoff workflow. Additionally, the workflows tool on your HubSpot portal will have different features. Lead Love is a now HubSpot Platinum partner 🥳 Here’s how this benefits our clients: 1) We have access to preview and plan for product releases before they’re released to the public 2) We. In the workflow editor, click the + plus icon to add an action. With HubSpot Sequences, you can standardize your content across your sales team, ensuring that your messaging is consistent and on-brand. In the right panel, click the Re-enrollment tab. Tip #1: Make a Good First ImpressionHere are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. How do HubSpot workflows work? In this video, we'll show you how to set up. Navigate to the Goals tab, than click Set goal. 6. In the right panel, select Go to other action . 2. In the upper-right corner, click Create email. HubSpot Workflow vs. Sequences send emails from your connected inbox as sales emails. There are common templates for both that solve for most common uses. If you're reading this article, chances are you know how. If you haven't looked at the sequence templates that are available in HubSpot, I'd start there. These workflows allow you to trigger automated email sequences that nurture contacts down the marketing funnel and allow you to segment your audience based on their behavior, lead scoring, and what stage they are in the buyer lifecycle. You can also select list membership for an associated object. Learn more about AND vs OR logic. 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. ; Classroom Training Schedule in-person training for a hands-on and personalized. The tool performs actions based on those triggers. Choose the type of workflow you want to create and select “Email Sequence” as the starting point. 3. Sequences. The answer of which one your sales team needs isn’t always clear cut and that makes it even harder to get buy-in from your team for their new sales CRM. HubSpot Workflow vs. To add multiple criteria to the goal, click AND or OR. The main communication option in the workflows is marketing emails while sequences are used to send. Conversions from these efforts currently can't be associated with campaigns even though its my marketing team managing the effort. In this video, we explain the differences between a Workflow and Sequence in HubSpot. About HubSpot. 11. On the workflow details page, click the Action logs tab or the Enrollment history tab. Workflows? Having a hard time choosing? Find out which your business needs here. In this post, we'll explore three tips to creating an email sequence that get you the results you want. that will change lead scores based on their activities, such as link clicks and website visits. You can do this by setting it live and enrolling yourself. Nurture new leads . HubSpot workflows can integrate with Regie. We use cookies to make HubSpot's community a better place. When meeting certain criteria in workflow A, contact is. The workflow types can be created for the following objects: Contact-Based Workflow. See moreHubSpot Sequences. Drip marketing is an excellent tactic to keep current customers in the know of your business' products and services. Select another action in the workflow to connect to. When you're done, click Save. Using automation eliminates many tedious and manual processes. 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. Hover over an article, then click the More dropdown menu and select Archive. 1. In the left panel, choose Start from scratch or select a pre-made sequence template. Our platform includes. Get an egg timer, and set the timer on a countdown for 20 minutes, 30 minutes, or 45 minutes, depending on how much time you scheduled for the call. workflows: which should I use? Three of the most common uses for external workflows are to nurture new leads and re-engage contacts who haven’t been recently active. Note: The prices listed above are for monthly billing amounts—discounts may be available for subscribers who opt to be billed upfront annually. GSuite or Microsoft 365. For example, HubSpot Workflows are a marketing tool, whereas HubSpot Sequences are a sales tool. the workflow I have set up has the contact being added to two sequences one after another. 0 and HubSpot that you should be aware of: Primary Focus – HubSpot’s core focus is on being a CRM platform, whereas ClickFunnels 2. Think of it like an “unenrollment” trigger. 7. HubSpot’s Workflows tool, for instance, provides three options for a starting condition: A form is submitted. In the sequences table, click the name of the sequence. Hubspot automation sequences Create HubSpot workflows to automate event registration, ticketing, and feedback processes. These are 14 of the best Hubspot alternatives for most business needs: EngageBay: Best all-in-one software for small businesses. Sequences vs. ” Knowing which one to use and when can be tricky at first, so here are the primary use cases for each one: HubSpot Sequences are great for: 1-on-1 communication; Only needing to know upfront metrics like whether someone opened/replied back Workflows are usually comprised of automated emails and there are no limits to the number of emails you add to a workflow. Sequences & Workflows. They’re a fast and effective way to improve your sales efficiency, streamline communication, and increase organization. Build simple Workflows to automate email sequences or manage business internal processes better. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. If you’re unsure why an object was suddenly. Understanding sequences vs workflows hubspot processes will help you decide which is the best option for your needs. Step 2 - From the menu on the left, go to "Objects," then select "Contacts". 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. Log in to your QuickBooks account. Improve sales efficiency. HubSpot Sequences offers an alternative to Workflows that use HubSpot Lists. Workflow automation in HubSpot. Well! You can send automated emails by creating workflows only if you have a marketing hub professional or enterprise subscription. Can I combine these together and send one Sequence or on. . Campaign functionality has come a long way but when utlizing ABM approaches, we often have our sales teams run "sales outreach campaigns" through Sequences. You can train a web de in-house, but HubSpot comes with a learning curve. Contact Management. 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 . 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. Looking towards 2023, hubspot marketing hub pricing automation technology is leading the way. 1 HubSpot workflows vs sequences: When to use each. Maximize Sales Hub's power and learn everything you need to know about the most sought. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 🔍 Sequences vs Workflows in HubSpot | What’s The Difference? 🔄 HubSpot’s two main automation tools (sequences and workflows) serve distinctly different purposes. I'd like to execute a sequence we've. Free Call Tracking Software. In the task editor, enter the details for your task. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and. The Enterprise plan is HubSpot’s most powerful customer service plan. When we execute the sequence, we are asked to supply the missing data in the personalization. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. Workflows vs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Email Automation: Workflows vs. In the right panel, enter the details of your email. That way, your team can direct your attention to more important tasks—like nurturing leads and customers. Every case is different and that's why we prefer to provide custom pricing for each client's needs but this chart can help you in understanding the comparison of pricing models. 1. Actions are functions that the workflow will execute for enrolled records. Or, learn how to create a new workflow. Ich hoffe das hilft Dir weiter. But while using sequences, you need to send emails from your connected inbox. I'd like to execute a sequence we've. From the workflows tool, you can create a workflow from scratch or use a workflow template to guide you along. Sequence emails are sent from the connected personal inbox of a user, marketing emails via a connected company email domain. Professional vs. The email reply will also be logged on the CRM record.