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Watch the sequence setup walkthrough

Watch how automated email, SMS, and reminder follow-up works.

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Watch the walkthrough

What you can do with sequences

  • Send a timed email to a lead or customer using an email template.
  • Send a timed SMS to the record’s main contact.
  • Create an internal reminder for the owner or another team member.
  • Stop follow-up automatically when a recipient replies, if you enable Stop on reply.