topic Re: Create a workflow for contact enrolled in sequences in Sales Email

Create a workflow for contact enrolled in sequences

MarionFrelon — Fri, 24 May 2019 13:28:23 GMT

Hello,

I have been trying to create a workflow based on contacts already enrolled in sequences but can not set the enrollement trigger as it does not show sales emails in the list of trigger (marketing email ok but not sales email).

What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to "attempted to contact". DOes anybody have an idea on this?

It would help a lot.

Thanks !

Have a great day

Marion

Re: Create a workflow for contact enrolled in sequences

ConnorSlivensky — Fri, 24 May 2019 14:23:06 GMT

Is there not a "sequence status" option as there is for workflows? Sorry I only work in Marketing Hub but I think those triggers should be there, in which case you'd use contact is "currently enrolled in x sequence" as your trigger.

Re: Create a workflow for contact enrolled in sequences

MarionFrelon — Fri, 24 May 2019 14:31:31 GMT

Hi Connor,

thank you for answering my request. I have looked for such status option but could not find it

This is why I asked if anybody could guide me through sales workflows to maybe find it but you're right I think there should be one.

Marion

Re: Create a workflow for contact enrolled in sequences

ConnorSlivensky — Fri, 24 May 2019 14:33:25 GMT

That's odd since sequences are very similar to workflows.

@MFrankJohnson do you have any ideas?

Re: Create a workflow for contact enrolled in sequences

MarionFrelon — Fri, 24 May 2019 14:35:51 GMT

I'm gonna have a closer look at sequence status as you suggested and will be back if anything new.

Thanks again

Re: Create a workflow for contact enrolled in sequences

MarionFrelon — Fri, 24 May 2019 14:41:10 GMT

I can see Workflow status indeed but as you can see on capture below there is no "sequence status", not even when I go to the Activity dropdown menu, I get a "call status or task status" properties but nothing for sequences.

Re: Create a workflow for contact enrolled in sequences

MFrankJohnson — Wed, 28 Aug 2019 22:12:55 GMT

Short Answer: Sorry, no.

There is currently somewhat of a disconnect between HubSpot Sequences and HubSpot Marketing functionality. You may read about some of that in the Ideas Forum.
- see [HubSpot Ideas] Filter Contacts by Sequence Enrollment

Re: Create a workflow for contact enrolled in sequences

MarionFrelon — Fri, 24 May 2019 15:03:57 GMT

well that's exactly it... and unfortunately it asnwers the negative way but at least it answers.

Thank you very much @MFrankJohnson and @ConnorSlivensky for helping out.

Have a good weekend

Re: Create a workflow for contact enrolled in sequences

JeremyHong — Wed, 28 Aug 2019 21:56:13 GMT

@MarionFrelon @MFrankJohnson @ConnorSlivensky

Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No".

Option 1:

While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence".

That being said, and considering that it sounds like you're primarily using sequences for cold outreach, you could create the workflow below:

Enrollment Trigger: Contact Property "Now in Sequence" is known.

Action 1: Update lead status to "Attempted to Contact".

I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence.

Option 2:

Create a custom property - eg. "Enrolled in X".

Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.

Use custom property in workflows.

Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you'd like to build workflows off of.

Hope this helps!

Re: Create a workflow for contact enrolled in sequences

MFrankJohnson — Wed, 28 Aug 2019 22:14:34 GMT

Of course you are correct, Hong. Must've been smokin crack when I originally answered this thread. haha 😉

While not elegant (as you point out), even a workaround is generally better than a 'no'. Good catch.

Re: Create a workflow for contact enrolled in sequences

JeremyHong — Wed, 28 Aug 2019 22:38:29 GMT

Ha! Nothing wrong with a little crack every now and then

Re: Create a workflow for contact enrolled in sequences

jackyb — Sun, 24 May 2020 11:11:49 GMT

This is the most helpful post from the thread. Wish HS had more user friendly options.

@JeremyHong wrote:
@MarionFrelon @MFrankJohnson @ConnorSlivensky

Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No".

Option 1:
While you aren't able to specify which sequences you'd like to build a workflow off of, there IS a DEFAULT contact property called "Now in sequence".

That being said, and considering that it sounds like you're primarily using sequences for cold outreach, you could create the workflow below:

Enrollment Trigger: Contact Property "Now in Sequence" is known.
Action 1: Update lead status to "Attempted to Contact".

I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence.

Option 2:
Create a custom property - eg. "Enrolled in X".
Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.
Use custom property in workflows.

Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you'd like to build workflows off of.

Hope this helps!

Re: Create a workflow for contact enrolled in sequences

ktfritchen — Mon, 31 Aug 2020 23:27:12 GMT

This is something that I specifically asked the HS sales rep about and he said that it was possible... Frustrating 😞

Re: Create a workflow for contact enrolled in sequences

PamCotton — Tue, 01 Sep 2020 15:58:07 GMT

Hello @ktfritchen,

I was able to find this post in the HubSpot Community Ideas forum. The idea is currently being reviewed.

Upvoting here will alert our Product Team to the popularity of this request. Doing so will also auto-notify you if/when this functionality becomes available within HubSpot. You may read more about how that review process works here.

Thank you,

Pam

Re: Create a workflow for contact enrolled in sequences

ktfritchen — Tue, 01 Sep 2020 16:52:00 GMT

Upvoted. Thanks, Pam

Re: Create a workflow for contact enrolled in sequences

karstenkoehler — Thu, 20 May 2021 04:19:20 GMT

Hi @MarionFrelon,

As of this month, there are more filter options for sequences available in lists and workflows:

However, I believe that this was possible before already.

@MarionFrelon wrote:

What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to "attempted to contact". DOes anybody have an idea on this?

This could be achieved with the following criteria:

With the latest update, you could further specify the Last sequence enrolled, the total Number of sequences enrolled etc.

If this resolves the issue for you, you can help the community (and make my day) by marking this post as a solution.

Best regards!

Re: Create a workflow for contact enrolled in sequences

MarionFrelon — Thu, 20 May 2021 06:56:31 GMT

Great, thank you for this reply

Re: Create a workflow for contact enrolled in sequences

fdmz — Wed, 04 Aug 2021 14:13:00 GMT

Thank you SO MUCH @karstenkoehler!

Re: Create a workflow for contact enrolled in sequences

fdmz — Wed, 04 Aug 2021 14:14:19 GMT

@karstenkoehler How can I mark your post as a solution?

Re: Create a workflow for contact enrolled in sequences

karstenkoehler — Wed, 04 Aug 2021 14:21:36 GMT

Only the person who started the thread can, @fdmz, thank you though 🙂