Follow-up sequences for HubSpot lists
Send a series of WhatsApp templates, days apart, to everyone on a HubSpot list — and stop automatically when they book or reply.
A sequence is a drip campaign. Everyone who joins a HubSpot list gets message 1, then message 2 some days later, and so on, until they leave the list or reply.
Create a sequence
- Go to Automations → Sequences and click New.
- Name it, e.g. Demo nurture.
- Pick the HubSpot list. People are enrolled when they appear on it.
- Set the Time zone of the people you are messaging and the Send time (a whole hour, 0–23). Messages go out at that hour in that time zone.
- Turn on Working days only (Mon–Fri) to skip weekends.
- Turn on Stop when they reply to end the sequence for anyone who writes back.
- Add messages (up to 20). For each, pick an approved template and the wait in days after the previous message (up to 60 days).
- Use the test to see what someone joining now would get — nothing is sent during the test.
- Activate and save.
How it runs
Every 10 minutes Vatli:
- reads the HubSpot list as it is now;
- enrolls anyone new at message 1;
- ends the sequence for anyone who left the list (for example because they booked), or replied if Stop when they reply is on;
- sends each person the message they’re due;
- schedules their next message.
Each send goes through the broadcast queue, so opt-outs, the marketing frequency rule, your monthly allowance and delivery reporting all apply. Results are grouped on the Broadcasts page — see Automated broadcasts.
A due message that can’t be sent is retried up to 3 times. The last error is shown on the sequence.
Use HubSpot active (dynamic) lists, for example “Demo requested — not booked”. When someone books, HubSpot removes them from the list and the sequence stops for them by itself.