Dynamic sequences in HubSpot allow you to combine automated outreach with personalized, rep-led follow-up actions that trigger based on recipient engagement. Here's how to set one up.
This hack allows you to efficiently manage large-scale outreach while giving special attention to those showing interest in your communications.
Don't have time to read? Watch the video at the bottom of the page instead.
Getting Started
- Navigate to Automations in your HubSpot portal and select Sequences from the menu
Creating a Dynamic Sequence
- Click the Create sequence button
- Select the Dynamic sequence option (instead of starting from scratch)
Setting Up the Automated Outreach
- Add your initial automated email to the sequence
- Configure the timing between emails as needed
- Add additional automated emails to create your initial outreach stream
Configuring the Rep-Led Engagement Path
- Click on the Signals button in your sequence
- Define engagement criteria that will trigger rep-led actions (e.g., "two email opens or one email click")
- Once these criteria are met, the automated sequence will pause for that contact
Adding Rep-Led Follow-Up Tasks
After a contact meets your engagement criteria, you can add various follow-up tasks:
- Add a Call task for direct phone outreach
- Add a Manual email task for a personalised message
- Add a LinkedIn connection request or other social outreach
How It Works
- Your automated emails will be sent to your entire contact list
- As individuals engage with your emails based on your defined criteria, they'll be moved to the rep-led track
- The automated sequence pauses for these engaged contacts
- Your sales reps can then follow up with more personalised content
- Contacts who don't engage will continue receiving the automated emails
Watch the video below to run through this process with Chris.
