Connect a segment to a sequence

  • 4 minutes

Typically, after you create and activate your segment, the next step is to connect the segment to a sequence. When you connect a segment to a sequence, new records that meet the segment's conditions automatically have the sequence applied. For example, if you connect a web leads segment to a sequence called lead nurturing, the system automatically adds new leads in the web leads segment to the nurturing sequence.

In the Sales Hub app, go to Sales Insights settings > Sequences. Select and open a sequence and then go to the Connected leads tab.

The Connected leads tab includes two sections:

  • Connected segments - Specifies the segments that have been connected to this sequence.

  • Connected leads - Specifies the individual leads that have been connected to this sequence.

Screenshot of the Connect segments window.

To associate a segment to the sequence, in the Connected segments section, select + Connect segments. Only activated segments for that record type should display. If no segments display, you might need to return and activate a segment. After identifying the segment that you want to use, select the Connect button.

Screenshot of the segment selected with the Connect button.

Whenever you want to disassociate a segment from this sequence, select the segment and then select Disconnect.

For more information, see Connect a segment to a sequence.