How to automate adding contacts to your Hubspot sequences

Automate hubspot sequences in the browser with axiom.ai

This guide shows you how to make a bot that reads contact information from a Google Sheet, opens a HubSpot email sequence, and then clicks on "Email Contacts" followed by "Enroll Contacts." It then enters the email into the "Search for Contacts" input. The bot then selects "Next" and finally "Start Sequence" before repeating the process in a loop for the next contact. Better still, the bot can be easily adapted to your use case by adding and removing steps.

Design pattern: Add contacts Hubspot sequences

# Create a blank Google Sheet

Create a Google Sheet add some contact emails to the sheet. See example below.

A B
dummycontact@mywork.com ---
dummycontact1@mywork.com ---

# Start from blank, adding the following steps

In the Axiom.ai (opens new window) Chrome extension, click "New Automation" and then select "Start from Blank". Use the step finder to add the steps outlined below.

# Add a ‘Read data from a Google Sheet’ step

We start making our automation by fetching our email contacts from the Google Sheet we created. To set up this step, follow these instructions.

  1. Spreadsheet - Search for the Google Sheet you created in the "Spreadsheet" field. Once found, click to select.
  2. Sheet name - Choose a sheet tab or leave blank to use the first tab.
  3. First cell - Start from a specified column and row, "A1".
  4. Last cell - End at a specified column and row, "AB1".
Tip

💡 You can adjust the number of rows read by this step to loop adding multiple contacts (AB50 would od 50 row loop).

# Add a ‘Go to page’ sub-step to load your Hubspot sequence

Next we load the sequence into a Chrome browser ready to automate adding contacts.

  1. Enter URL - Insert the sequence URL you wish to add contacts into.

# Add a ‘Loop through data’ step

We use this step to loop the automation.

  1. Loop through data - Click ‘Insert data’ select ‘google-sheet-data’
Tip

💡 The following steps are all nested ‘Sub-steps’ inside the loop

# Add a ‘Select list’ step to click and choose "Enroll contacts"

Automate hubspot sequences select list in the browser with axiom.ai

Our next step we set up to click the "Enroll contacts" dropdown and select "Enroll contacts" to start adding a contact.

  1. Select - Click "Select" highlight the ‘Enroll contacts’ button click on it, followed by "Complete".
  2. Text - "add" the text "Email contacts".

# Add an ‘Enter text’ sub-step step to input the message

automate entering text into search field hubspot sequences

Next up we use an ‘Enter text’ step to input our contact into the search field. When the contact dialog opens you will see the cursor is already inside the search field, we do not need to select it.

  1. Text - Click ‘Insert data’ select ‘google-sheet-data’ to pass the email contact from the Sheet. Select column ‘A’ in the preview.

# Add a ‘Click element’ to tick the contact

automate ticking contact in hubspot sequences

Our next step we set up to click the to tick the contact. You will need to add a contact into the search field before you select the tick. We will presume the contact is always the top result.

  1. Select - Click "Select" highlight the ‘tick box’ click on it", followed by "Complete.

# Add a ‘Click element’ to click "Next"

Now we must click "Next"

  1. Select - Click "Select" highlight the ‘Next’ button click on it, followed by "Complete".

# Add a ‘Click element’ to click "Start sequence"

automate click start sequence in Hubspot sequences

Almost done we add another click to press "Start sequence" and we are almost ready to loop.

  1. Select - Click "Select" highlight the ‘Next’ button click on it, followed by "Complete"

# Add a ‘Delete rows from a Google Sheet’ sub-step

Finally, we delete the processed row that has just been completed in the Loop so the automation does not repeat adding the same contact in the next loop.

  1. Spreadsheet - Search for the Google Sheet you created in the "Spreadsheet" field. Once found, click to select.
  2. Sheet name - Choose a sheet tab or leave blank to use the first tab.
  3. First row to delete - Leave set to 1.
  4. Last row to delete - Leave set to 1.

# Wrapping up

In just a few steps, anyone can create automation that reads contacts from a Google Sheet, opens a HubSpot sequence, and adds a contact. In fact, what you have learned is how to automate virtually any action in HubSpot. Take what you have learned and apply it to marketing, commerce, CRM, content, and even reporting to fully automate HubSpot in the browser.