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Didn’t Discover!!
What You're Looking For?
By
Aman Bhati
6 min
HubSpot users often wonder: should I use Sequences or Workflows?
Though both of them are used to automate emails and improve your business’s marketing and sales efficiency, their primary use cases are different.
The key difference between HubSpot Sequences vs Workflows is that Sequences are generally used for sales, and Workflows are used for marketing.
In this guide, we will explore what HubSpot Sequences and Workflows are, their differences, pros and cons, use cases, and more. So, let’s dive in and explore both of these HubSpot automation tools in detail.
HubSpot provides multiple systems for sales and marketing teams to deliver emails to customers. However, many companies combine all emails and don’t take advantage of special HubSpot tools, such as Sequences and Workflows.
So, let’s first define each HubSpot Sequences and Workflows to get a primary idea of them.
HubSpot Sequences is an automation tool for your sales team to streamline business outreach efforts by regularly sending a series of emails to customers.
It can be used for different purposes like personalizing sales emails, automating follow-ups, scheduling meetings, promoting new products and services, and upselling or cross-selling to current customers.
HubSpot Workflows is a HubSpot tool that triggers tasks, emails, and information based on particular rules. It’s a popular way to automate marketing, customer services, sales, and administrative processes.
Using HubSpot Workflows, you can automate properties and notify users of app updates, enlist emails in HubSpot and mass-send them prospects and customers.
Now, let’s examine key differences between HubSpot Sequences and HubSpot Workflows.
Moving ahead of mere definition, here are the key differences to note while choosing between HubSpot Sequences and Workflows.
1. Required HubSpot Plans
2. Main Purpose of Use
3. Different Available Actions
4. Contact Enrollment
5. Who Owns them
6. Allowed Conditions
7. Timing
8. Integration
9. Complexity
10. Unenrolling Contacts
Now, if you want to build Sequences or Workflows and automate emails for your sales and marketing tasks, you can hire a HubSpot developer for an easy setup process.
You can also ask them to assist you to create or update HubSpot Sequences or Workflows that already exist in your CRM.
Let’s differentiate these HubSpot tools based on their advantages and disadvantages.
After discussing almost every differential factor of HubSpot Sequences vs Workflows, the last question that might arise in users’ minds is when to use which? So, here are the instances of when to use Sequences and when to use Workflows:
HubSpot Sequences are ideal to use for sales reps who want to manage their outreach process and enhance their productivity. Here are some popular scenarios of when to use Sequences:
HubSpot Workflows are a valuable tool for marketing people looking to automate their marketing campaigns and nurture leads. Here are the primary scenarios where using HubSpot Workflows is beneficial:
It’s a bit tricky for us to answer this question because choosing Sequences or Workflows will depend on your business requirements. In the above guide, we have covered every detail that is important for you to know while comparing HubSpot Sequences vs Workflows.
As a business owner, you can ask your sales and marketing teams to suggest which automation tool will bring more leads and enhance the ROI of your business. Based on that, you can ask your HubSpot development partner to help you set up Sequences or Workflow in CRM. Once done, you can start leveraging automation and keep your resources occupied with other important tasks!
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