Workflow Templates

Copy these pre-built workflow templates to get started quickly.

Inbound Lead Templates

Demo Request Follow-up

Trigger: Form submission = "Request Demo"

Filters:

Email is known
Not currently in "Demo Follow-up" sequence
Lifecycle stage is not Customer

AutoSeq Action: Enroll in "Demo Follow-up" sequence, use rotation

Trigger: Lifecycle stage changes to "Trial"

Delay: 1 day

AutoSeq Action: Enroll in "Trial Nurture" sequence

Re-engagement Templates

Inactive Trial User

Trigger: Lifecycle stage = Trial AND Last activity date is more than 7 days ago

AutoSeq Action: Enroll in "Trial Re-engagement" sequence

Demo No-Show

Trigger: Meeting outcome = "No show"

AutoSeq Action: Enroll in "Demo Reschedule" sequence

Sales Process Templates

SQL Handoff to Sales

Trigger: Lifecycle stage changes to "Sales Qualified Lead"

Branch: By lead score

If >80 → Senior rep rotation
If 50-80 → Standard rotation
If <50 → Junior rep

Closed Lost Re-engagement

Trigger: Deal stage changes to "Closed Lost"

Delay: 90 days

AutoSeq Action: Enroll in "Win-back" sequence

Event & Webinar Templates

Webinar Attendee Follow-up

Trigger: Webinar attendance = "Attended"

Delay: 1 hour

AutoSeq Action: Enroll in "Webinar Follow-up" sequence

Webinar No-Show

Trigger: Registered for webinar = Yes AND Attended = No

Delay: 2 hours after webinar end

AutoSeq Action: Enroll in "Webinar Recording" sequence

Downloading Templates

Visit autoseq.com/templates to download JSON files you can import directly into HubSpot.