Add-on required: Sales+ (Solo and above). Core includes opportunities and proposals; Sales+ adds sequences.
Automate follow-ups with prospects to streamline communication before and after raising a proposal. Setting up email and SMS templates in sequences lets you chase customers without doing it by hand. Automated sequences save time, keep your communication consistent, and improve follow-up rates.
View setting
➡️ Click your Profile icon > Settings > Automation > Sequences > View
Add a new sequence
➡️ Click Add New Sequence
Complete the details in the side panel.
Click Save.
Set up a sequence
➡️ Click Set up Sequence
Add your blocks.
Design the workflow by arranging the blocks into a logical follow-up order.
Click Save.
The blocks available to you are:
Delay blocks: Set the wait time between follow-ups
Email blocks: Select an email template from the dropdown
SMS blocks: Select an SMS template from the dropdown
Scheduled activity blocks: Add a follow-up action for your team
Notification blocks: Alert a team member when the sequence reaches this point
Activate a sequence
A sequence must be active before you can use it, whether you start it manually or automatically.
➡️ Toggle the switch to green
Type CONFIRM.
Click Confirm.
Starting a sequence
There are two ways to start a sequence: send it yourself from an opportunity, or let an opportunity pipeline automation start it for you.
Send a sequence manually
Use this when you want to choose the moment a sequence starts, or when the sequence doesn't map to a pipeline stage.
➡️ Click your Customers or Opportunities dashboard
View the opportunity record.
Click Add Record.
Select Send Sequence.
Choose a sequence template from the dropdown.
Select who the sequence goes to in Send Sequence To.
Click Send.
Trigger a sequence automatically from a pipeline stage
Add-on required: Automatic triggering uses pipeline automation, which needs Sales+ (Team). On Sales+ Solo you can build and send sequences, but you'll need to send them manually.
Use this when the same sequence should run every time an opportunity reaches a certain point, such as chasing a proposal after it's sent. The sequence starts on its own, so nobody has to remember to send it.
You set this up in the pipeline, not in the sequence.
➡️ Click your Profile icon > Settings > Opportunities > Opportunity Pipelines > View
Click Edit next to the pipeline you want to use.
Work through the setup to Step 3: Automations.
Find the stage you want the sequence to start from, such as Proposal sent. Each stage has its own set of automation links beneath it.
Click the automation type that matches when the sequence should start.
In the Action automation panel, scroll to Actions blocks and select Start sequence.
Choose your sequence, then click Save.
Toggle the automation on, type Activate, then click Confirm.
Three automation types can start a sequence, and your choice at step 4 controls when it starts:
Add new entry automation: Starts the sequence when an opportunity enters the stage
Add new exit automation: Starts the sequence when an opportunity leaves the stage
Add new in stage automation: Starts the sequence while an opportunity sits in the stage
Note: A stage has a fourth option, Add new stage change automation, but it can't start a sequence. It moves the opportunity to a different stage instead.
Important: The automation only starts sequences that are already active. A sequence left in draft won't run, even if the automation is switched on.
Stopping sequences
Stop a sequence automatically
➡️ Click Set up Sequence
Go to the Exit criteria tab.
Click Add New Exit Condition.
Choose one or more exit conditions.
Click Save.
The sequence stops as soon as any exit condition is met. The available conditions are:
Proposal accepted
Proposal rejected
Proposal expired or deleted
Any incoming communication, such as a call or email
Required media files received through the portal
Stop a sequence manually
➡️ Click your Customers or Opportunities dashboard
View the opportunity record.
Select Stop Sequence on the timeline.
Common questions
Can I only start a sequence from the opportunity record?
No, the opportunity record isn't the only way to start a sequence. You can send one manually from the opportunity record, or set an opportunity pipeline automation to start it automatically when an opportunity reaches a stage.
Why can't I see the option to trigger a sequence automatically?
If you can't see the option to trigger a sequence automatically, you're most likely on Sales+ Solo. Automatic triggering uses pipeline automation, which is a Sales+ Team feature. Sequences themselves work on Solo, but you'll need to send them manually from the opportunity record.
Can a sequence start automatically when a proposal is accepted?
Yes — but you do it through a pipeline stage rather than directly. Add a stage to your pipeline for accepted opportunities and attach an entry automation with Start sequence to it. When an opportunity moves into that stage, the sequence starts automatically. Proposal accepted also appears separately as an exit condition inside the sequence settings (under Set up Sequence > Exit criteria). That's a different thing — it stops a running sequence the moment acceptance happens, rather than starting one. The two can work together: the exit condition stops any chasing sequence on acceptance, and the pipeline stage automation starts a new post-acceptance sequence.
Can I limit a sequence to one pipeline or one stage?
Yes, you can limit a sequence to one pipeline or stage. The automation lives on a specific stage within a specific pipeline, so the sequence only runs for opportunities that reach that stage. The same sequence can be attached to more than one pipeline if you need it in several places.
What happens if a customer replies while a sequence is running?
If a customer replies while a sequence is running, the sequence stops, as long as you've added Any incoming communication as an exit condition. Without that condition, the sequence keeps sending its remaining blocks.
Why hasn't my automatic sequence started?
The most common reasons an automatic sequence hasn't started are that the sequence is still in draft, the pipeline automation hasn't been activated, or the opportunity hasn't actually reached the stage the automation sits on. Check all three, then move a test opportunity into the stage to confirm.