Email automation is an amazing tool for marketing, sales, and service teams. Users can save loads of time by automating standard email sends such as customer onboarding, sales follow ups, form submissions, and much much more.
HubSpot users have access to two different types of email automations: Sequences and Workflows. If you’re new to email automation and/or HubSpot, you are probably wondering what the difference is and when to use each one.
Well, you came to the right place! This blog post will explore the differences between HubSpot Sequences vs. Workflows and help you choose the right tool for your email campaigns.
HubSpot Sequences and Workflows are very similar but with some key differences. The most fundamental difference is that a sequence is a sales tool while a workflow is a marketing tool.
If you want to send a plain text sales email such as a meeting reminder or follow up, HubSpot Sequences is the correct tool. If you want to send a branded marketing email such as a customer onboarding, lead nurturing, or acknowledging a form submission, HubSpot Workflows is the correct tool.
That’s the gist of it. Keep reading if you want more details on HubSpot Sequences vs. Workflows.
HubSpot Sequences are available to all Sales Hub Professional or Enterprise users. This feature helps sales teams reduce the amount of time spent sending standard and repetitive emails.
HubSpot Sequences are:
HubSpot Sequences are not:
See this example of an email sent using HubSpot Sequences…
HubSpot Sequences are used to send 1:1 sales emails to leads that have already connected with a sales person. Specific instances of when you would use HubSpot Sequences include:
Think of Sequences as a direct line of communication with somebody your team has already spoken with. They are used to speed up the decision-making process for prospects that are ready to make a purchase.
HubSpot Workflows are available to all Marketing Hub Professional or Enterprise users. This feature allows marketing teams to spend less time on repetitive tasks and communications, and more time on high-impact projects.
HubSpot Workflows are:
HubSpot Workflows are not:
See this example of an email sent using HubSpot Workflows…
Specific instances of when you would use HubSpot Workflows include:
Think of HubSpot Workflows as a mass marketing tool. Workflows are generally used to nurture new leads or ones that are closer to the middle or top of the marketing funnel. Workflow emails are used to educate, disperse content, and build trust with leads that are at the beginning of their buyer’s journey.
The main difference between HubSpot Sequences vs. Workflows is that Sequences are used by sales teams while Workflows are used by marketing teams. Determining which feature is best suited for the task will depend on who you are emailing and why you are emailing them.
It’s also worth noting that this post focused exclusively on email automation, while both Sequences and Workflows can perform a variety of other tasks. But that is another post entirely. I hope this article was helpful in understanding the differences and use cases of HubSpot Sequences vs. Workflows.