Step 2: Create HubSpot Sequence

In this step, you'll create a HubSpot sequence (or use an existing one) and add the first automated email. You'll add personalization tokens from your form/contact fields and your HubSpot meeting link so emails feel tailored and include a clear call-to-action.

Create a New Sequence

1. In HubSpot, go to Sales → Sequences → Create sequence
2. Name the sequence (e.g., "Surface form follow-up")
3. Under Steps, click Automated emails to add your first email

Add or Choose an Email Template

1. Use an existing email template from the list, or
2. Click Create new template to build one from scratch

You'll edit the content next to add personalization and your meeting link.

Add Form/Contact Fields to the Email (Personalization Tokens)

To personalize the email with the contact's name or other data from the form:

1. In the template editor, place the cursor where you want the dynamic value (e.g., Hi {{ firstname }}, in HubSpot)
2. Click Insert → Personalization tokens
3. Choose Contact and then select the property you want (e.g., First name, Last name, Company)
4. In the token dropdown, configure a fallback value for contacts who don't have that field (e.g., "there" if first name is empty)
5. Click Insert

Repeat for any other contact properties you want in the email body or subject line.

Add Your HubSpot Meeting Link

To add a meeting link so leads can book a call:

1. In the template editor, click Insert → Meetings
2. Select your HubSpot meeting link (the one you use for scheduling)
3. Click Insert

The link will be added to the email so recipients can book a meeting directly.

Save the Template

1. Finish editing the subject line and body (including any other copy)
2. Click Save (or Save template) to store the template
3. The first sequence step is now set with this automated email