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Set up your emails, calls and to-dos once, add people, and Salesfinity works the schedule for you. Emails go out from your team’s connected mailboxes, and calls drop into your dial list. When someone replies or books a meeting on a call, their sequence stops on its own. Nobody gets a “just following up” after saying yes. The Sequencer is in early access. It is available on Enterprise, Enterprise+ and Admin seats, for teams in the early access program.
If you do not see Sequences under Outreach in the left sidebar, your team is not in early access yet. Ask your account manager to add your team.

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How a sequence works

1

Connect a mailbox

Sequences send email from mailboxes connected to your team: Google Workspace, Microsoft 365 or any SMTP mailbox. Reps can connect their own inbox. See Connect a mailbox.
2

Build the steps

Add steps in order: Email, Email (you send it), Call or To-do, each with a wait before it. See Build a sequence.
3

Add people

Pull people from a HubSpot list, a Salesforce report, a dial list, a CSV or pasted emails. A preview shows who goes in and who is skipped, and why, before anything starts. See Enroll people.
4

Work your tasks

Automatic emails send on their own inside the sending window. Calls, emails you send yourself and to-dos land in Sequencer › Tasks, and call steps also go onto your dial list. See Work your tasks.
5

Let outcomes steer it

Replies are read and sorted (interested, meeting request, not interested, out of office and more). Call dispositions count too. Your team’s rules decide what each outcome does. See Replies and auto-send and Rules of engagement.

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What happens on its own

You do not have to remember these. They are on for every new sequence and team.

A reply stops the sequence

When a prospect replies as interested or asks for a meeting, their sequence finishes. You can change this per sequence to pause or keep going.

A meeting stops the company

A meeting set call or a meeting request finishes the person’s sequence. It also stops outreach to everyone else at that company, across every sequence on the team.

Out of office waits

An out-of-office reply pauses the sequence until the return date in the reply, or for 7 days.

Unsubscribes stick

An unsubscribe link click, an unsubscribe reply, a bounce or a do not call again call adds the person to the do-not-contact list. No sequence reaches them again.

Open deals are protected

People at a company with an open deal in your CRM, or who opted out in your CRM, are not enrolled.

Silence gets skipped

After 3 unopened emails in a row, further email steps are skipped. After 4 unanswered calls in a row, further call steps are skipped.
Admins can change every one of these rules under Settings › Rules of engagement.

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Where things live

In the left sidebar, My tasks (at the top) opens the Tasks tab and Sequences (under Outreach) opens the Sequences tab. Team-wide pages are in the Settings menu at the top right of the Sequencer. Reps build sequences, add people, work tasks and, unless an admin turns it off, connect their own mailbox. The team owner and members with the Admin license manage rules of engagement, auto-send and the team’s shared mailboxes.

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Work with Ari

Ari can look up your sequences and enrollments for you, and enroll, pause, resume or stop someone in a sequence. Ari asks for your approval before any change that starts or stops outreach.

Ask Ari

“Which sequences is Dana Reyes in?” or “Pause Alex Munro’s sequence until next month.”

Use an AI assistant

Connect Claude or another assistant through the Salesfinity MCP server.

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Key words

One person in one sequence. It has a state (waiting, active, paused, finished, bounced, opted out or failed), a current step and a next due time. A person can be in a sequence only once at a time.
One action in the sequence: an automatic email, an email you send, a call or a to-do.
A step that needs a person, or a one-off task a rep created. Tasks can be completed, skipped, snoozed or reassigned.
Your team’s rules for who may be enrolled, when a step is skipped and what each outcome does. Every sequence uses the team default unless it is given its own set of rules.
The days and hours steps may run, in the prospect’s timezone or the sequence’s. Out of the box it is Monday to Friday, 8 AM to 5 PM.
Emails, domains and phone numbers that are never enrolled. Entries are added by hand, by import, or on their own after an unsubscribe, a bounce or a do not call again call.

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What the Sequencer does not do

  • It does not send LinkedIn messages or texts for you. A sequence can hold a To-do step to remind you to do it, and reps can create one-off LinkedIn and text tasks. You do the action by hand.
  • It only sends from mailboxes connected to your team.
  • It does not create CRM contacts. Sequence emails are logged on the matching HubSpot or Salesforce contact, found by email address. A prospect who is not in your CRM has no record to log against.

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Next steps

Connect a mailbox

Connect the inbox your sequences will send from.

Build a sequence

Add steps, timing and templates, then turn it on.

Enroll people

Add people from your CRM, a dial list or a CSV.

Set rules of engagement

Decide who may be contacted, and when to stop.