Make Your Sales Outreach Smarter with Dynamic Sequences
Not all prospects need the same approach. Don't waste time on cold leads when you can focus on the ones already engaging.
Why focus here? Traditional sequences follow a one-size-fits-all approach—every prospect receives the same emails, at the same pace, with no differentiation between those who engage and those who don’t. But with Dynamic Sequences, reps can automate initial outreach and shift to manual tasks only for engaged prospects, saving time and maximizing efficiency.
>>This feature is available to Professional and Enterprise accounts across Sales Hub, Service Hub, and the Customer Platform.
Why Does It Matter?
Dynamic Sequences help sales and success teams work smarter by:- Prioritizing high-intent leads – Focus manual efforts only on contacts who open emails multiple times or click links.
- Scaling personalized outreach – Automate initial emails, then seamlessly transition engaged contacts to a more personalized follow-up.
- Boosting efficiency – No more wasted effort on unresponsive contacts—reps spend time where it matters.
How Does It Work?
When creating a sequence, users can now select Dynamic Sequences. These start with automated emails to warm up leads. Once a contact opens an email twice or clicks a link, the sequence switches to manual task steps, ensuring that reps engage only with contacts who show interest.
A Simpler Way for Contacts to Re-subscribe
Re-engaging past subscribers just got easier. No more extra steps–just seamless opt-ins.
Why focus here? Previously, unsubscribed contacts who wanted to opt back into emails had to go through extra steps, like clicking a "magic link" to confirm their subscription. Now, if a contact submits a form linked to a subscription type, they’ll automatically be re-subscribed—no additional actions required.
>>This feature is available to Starter, Professional, and Enterprise accounts across Marketing Hub.
Why Does It Matter?
This update helps marketing teams:
- Win back lost subscribers – Contacts who fill out a form can seamlessly opt back in without extra steps.
- Reduce friction – No more forcing users to navigate to email preference pages or confirm via email.
- Boost engagement – More subscribers mean more opportunities to connect and convert.
How Does It Work?
When a form is associated with a subscription type, contacts will be automatically re-subscribed upon submission. For Pro+ portals, this removes the need for the previous "magic link" opt-in step. Free and Starter portals also benefit, ensuring smoother opt-ins for all. This update applies to both legacy and new HubSpot form builders, meaning existing forms with subscription types will now support seamless resubscription without additional changes.
Smarter Data Collection with Conditional Properties in Playbooks
Capturing the right data at the right time just got easier. Playbooks now support conditional property logic and options, ensuring reps only see and fill in the most relevant fields.
Why focus here? Playbook properties lacked the flexibility to adapt based on context, leading to unnecessary data entry and inefficiencies. Now, when users update a playbook property, conditional logic ensures they see only the fields and options relevant to their specific scenario. This means cleaner data, less manual work, and a more streamlined experience for teams.
>>This feature is available to Enterprise accounts across the Customer Platform, Sales Hub, and Service Hub.
Why Does It Matter?
This update helps sales and service teams:
- Require properties – Ensure critical fields are completed based on specific conditions.
- Display only relevant options – Reduce clutter by filtering dropdowns dynamically.
- Improve data accuracy – Guide teams to capture the right details based on playbook context.
How Does It Work?
Admins can set up Conditional Property Logic by navigating to Settings > Properties > Conditional Logic, where required fields and dependencies can be configured. Similarly, Conditional Property Options can be set up under Settings > Properties > Edit Property > Conditional Options, ensuring dropdown menus dynamically adjust based on previous selections.
🚨 COMING SOON 🚨
Autosave Property Updates on the CRM Index Page
At the end of February, HubSpot will roll out automatic property saving when editing from the CRM index page—no extra clicks needed.
This update streamlines data entry, but it also raises some questions surrounding workflow automation, data accuracy, and user control.
What’s Changing
- Edits on the CRM index page will automatically save, eliminating the need to click 'Save.'
- A 'Save' status notification will appear at the bottom-left of the screen, with an undo option for the most recent change. (See graphic below)
What This Means for You
While autosave removes an extra step, instant property updates may have unintended effects:
- Workflows, emails, deal stage updates, and notifications may trigger immediately based on property changes.
- Teams should review key workflows to ensure updates don’t cause unintended actions.
>>This update is currently in beta, but will be available to all Hubs and all editions once rolled out.
Want to be the first to know when this feature goes live and how to prepare? Subscribe to our mailing list and stay up to date on all the latest HubSpot product news!
Blog comments