14 January, 2025 BY Arnau Paniagua

Templates and new sequence dynamics in HubSpot

In the marketing and sales environment, efficiency is everything. The templates and sequences in HubSpot have become an essential tool for teams looking to automate tasks and focus on what really matters: closing business and nurturing customer relationships. Thanks to these functionalities, it is possible to personalize communications on a large scale without losing that human touch that makes the difference. In this article, we show you how to make the most of HubSpot's templates and sequences to empower your strategy and optimize every interaction with your contacts. It's time to transform the way you work!

What are templates in HubSpot? 

Templates in HubSpot are reusable emails that allow sales and marketing teams to save time and maintain consistent, professional communication. They are customizable using dynamic tokens (such as customer or company name), making it easy to tailor emails to each contact automatically."

They can be customized using dynamic tokens (such as customer or company name), making it easy to tailor emails to each contact automatically.

Types of templates:

  • Prospecting: These templates are designed to initiate contact with potential customers. Their purpose is to capture the prospect's attention, present the value of your product or service and encourage an initial response. Examples include introductory e-mails and introductory offers.
  • Follow-ups: Used to follow up after a first contact or meeting. These templates help maintain the relationship and move the prospect through the sales funnel. Follow-up emails can include appointment reminders, additional information about products or services, and answers to frequently asked questions.
    • These templates are sent to express gratitude to customers after a purchase, meeting or significant interaction. They are an effective way to strengthen the relationship and show appreciation, which can contribute to customer loyalty.
  • Promotions: Designed to inform customers about special offers, discounts or events. Promotions templates should be engaging and persuasive, and are geared to drive quick actions and increase conversions.

Advantages:

  • Time savings:Templates allow teams to send emails quickly without having to draft each message from scratch. This frees up time to focus on more strategic tasks.
  • Message consistency: By using templates, you ensure that all messages sent follow a consistent structure and tone, which reinforces brand identity and avoids confusion.
  • Quick personalization: Thanks to personalization tokens, it is easy to personalize each email with contact-specific details, which improves message relevance and increases the likelihood of response.

Tips for effective templates:

  • Keep the message simple and concise:Avoid overloading the email with unnecessary information. A clear and direct message is more effective in capturing the receiver's attention.
  • Customize key fields: Make sure to personalize elements such as the recipient's name and other relevant details. This makes the email feel more personalized and less generic.
  • Adjust the tone to the audience: The tone of the message should be tailored to the profile of the recipient. An email addressed to a company may have a more formal tone, while one addressed to a customer may be more relaxed.

These templates optimize communication and improve efficiency in daily work.

New sequence dynamics in HubSpot 

Sequences in HubSpot are a series of automated emails that are sent in a specific order to keep leads interested or follow up with them.

What's new in sequences:


  • Enhanced automation: New features in the sequences allow you to adjust the frequency and personalization of mailings automatically. This means you can schedule mailings more precisely and adapt content based on the contact's behavior and interactions.
  • Interaction with contacts: Sequences now stop automatically if the contact responds. This avoids sending unnecessary mailings to people who have already shown interest, allowing the team to focus on leads that are actually engaged.
  • More personalization: With the option to test different versions of emails (A/B testing), you can see which one generates the most responses and adjust the strategy.

These improvements make the follow-up process more efficient and effective, saving time and improving results.

Benefits of sequences and templates in HubSpot 

  • Increased efficiency: By automating the follow-up process, sequences allow sales and marketing teams to spend more time on higher-value interactions, such as sales calls or meetings with potential customers.
  • More effective follow-ups: Automated sequences ensure consistent and systematic follow-up without losing the personalized approach to the customer.
  • Large-scale personalization: It is possible to personalize mass mailings without sacrificing the quality or individualized approach of the message thanks to personalization tokens.

These benefits optimize time and improve the quality of customer interactions.

How to implement templates and sequences effectively 

  1. Analyze your needs: Before creating templates or sequences, it is important to understand the specific needs of your team and your contacts. Identify what types of communications are sent most frequently and what aspects of automation could improve your processes.

  2. Design attractive templates: Make sure your templates are visually appealing and reflect your brand identity. Include elements such as clear calls to action and relevant links to maximize the effectiveness of each email.

  3. Create strategic sequences: Develop sequences that are aligned with the customer lifecycle and key touch points. For example, you can design a sequence for new leads that includes a series of welcome emails, while another sequence can be geared toward reactivating inactive customers.

  4. Monitor and adjust: Use HubSpot's analytics tools to monitor the performance of your templates and sequences. Pay attention to metrics such as open rates, clicks and responses. Based on this data, make adjustments to continually improve your communication strategies.

Conclusion

The templates and new sequence dynamics in HubSpot are essential tools for any sales and marketing team looking to improve their efficiency and productivity. By automating repetitive tasks, personalizing mass communications and tracking in a systematic way, companies can focus on what really matters: building strong customer relationships and closing more business.

<p style="" "text-align-align;="" justify;"=""> <p style="" "text-align;="" justify;"="">Building strong customer relationships and closing more business.

 

Implementing these features not only saves time, but also allows you to maintain a high level of personalization, ensuring that every interaction is relevant and timely. If you haven't yet taken advantage of the templates and sequences in HubSpot, now is the perfect time to start using them to optimize your marketing and sales strategy.
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The announcement of the definitive elimination of third-party cookies marks a turning point in the digital ecosystem. This is not just a technical adjustment in browsers: we are talking about a structural change in the way companies collect data, activate advertising campaigns, and manage customer relationships.

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That’s why understanding its impact and knowing how to prepare is key to staying competitive.

What are third-party cookies and why are they disappearing?

Third-party cookies: the foundation of digital marketing until now

A third-party cookie is a file placed on your browser by a provider other than the website you are visiting.
For example, if you visit a blog that uses Google or Facebook ads, those systems install cookies that track your behavior—even when you browse other sites.

Thanks to those cookies, advertisers could:

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Why are they being eliminated?

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But there is another angle:
Google, owner of Chrome and a leader in digital advertising, is redefining the game to maintain market control and limit competition. By eliminating third-party cookies, Google ensures that only those who manage first-party data or operate within its platforms can effectively reach users.

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For example:

If a user saw an ad on Instagram, clicked on a Google ad, and then made a purchase on the website, cookies helped trace that path.

What happens without third-party cookies?

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  • The user journey will be harder to track.

  • “Last-click” or “multi-touch” measurement becomes less reliable.

How to adapt?

  • Prioritize first-party data measurement by connecting your CRM with analytics platforms.

  • Implement solutions like Google Enhanced Conversions or server-side tagging, which allow more accurate measurement without relying on cookies.

  • Explore proprietary attribution models, such as integrating sales or CRM systems with analytics tools.

2. Audience segmentation and activation

The end of retargeting as we knew it.
Without third-party cookies, platforms can no longer create audiences based on behavior across different websites. This directly affects:

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  • Affiliate campaigns based on cross-site tracking.

How to adapt?

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This means:

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How to adapt?

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  • Take care of the user experience to avoid intrusive practices like aggressive pop-ups or forced capture.

What alternatives does the market propose after the elimination of cookies?

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  • Data Clean Rooms: Secure environments where data from different parties (advertisers, platforms) can be matched without revealing user identities. Costly but necessary for major advertisers.

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  • Server-side models: Collecting and activating data from the server side is a technical alternative for measuring and segmenting without relying on traditional cookies.

What should companies do to adapt (and not just survive)?

  • Invest in a data strategy:
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  • Train your teams:
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  • Strengthen customer trust:
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  • Commit to personalized omnichannel experiences:
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  • Prepare for new measurement methods:
    Invest in server-side solutions, predictive models, and tools that allow you to measure impact beyond cookies.

Conclusion: Threat or opportunity?

The end of third-party cookies is not the end of advertising or digital marketing.
It is the beginning of a new paradigm where companies that invest in:

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  • Truly integrating their systems.

  • Personalizing based on a deep understanding of the customer.

… will be the ones to take the biggest slice of the pie.

Because if one thing is clear, it’s that data remains important…
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  • Automations triggered incorrectly.
  • Unreliable analytics reports.
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These are the phases we recommend implementing if you want to turn your data architecture into a competitive advantage:

1. Technical and functional audit

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What data sources exist and how they are integrated
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Where the main bottlenecks are (latency, format, access)

2. Standardization and governance

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Want to strengthen your Data & Tech Foundation?

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