topic Re: Connecting sequences in Sales Email

Connecting sequences

joneskristie — Fri, 06 Aug 2021 08:51:59 GMT

Hi-

I'm trying to connect 2 sequences.

ie - When the first sequence ends, I want to wait X number of days and then enroll those contacts in 2nd related sequence. How do I do that?

Thanks!

Kristie

Re: Connecting sequences

karstenkoehler — Fri, 06 Aug 2021 10:15:58 GMT

Hi @joneskristie,

Unfortunately this can't be done with a Professional license, it's possible only in Sales or Service Hub Enterprise. There it can be accomplished with a contact-based workflow. Since recently, sequence enrollment can be automated via workflow:

This is what a workflow would look like:

Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. You can access the sequence ID by look at the sequence URL: https://app.hubspot.com/sequences/THIS_IS_THE_PORTAL_ID/sequence/THIS_IS_THE_SEQUENCE_ID /edit

Without the Enterprise subscription, you would unfortunately have to manually enroll contact in the next sequence. You can speed up this manual work by using the contact index page (Menu > Contacts > Contacts) and filtering this view by the same criteria as the workflow enrollment triggers.

Alternatively, if you always want to enroll contacts from sequence 1 into sequence 2, I'd recommend simply combining them.

Let me know if you have any follow-up questions!

Re: Connecting sequences

Evans4316 — Tue, 10 May 2022 19:54:24 GMT

I have a task called 'Phase 2' that starts the next Sequence emails.

Re: Connecting sequences

kvlschaefer — Tue, 10 May 2022 20:30:23 GMT

Thanks for sharing, @Evans4316!

Re: Connecting sequences

NParshotam — Wed, 25 May 2022 17:10:21 GMT

Thanks! This should work. However, would be good if we had sequence name instead of sequence ID!

I will submit an idea / suggestion.