topic Re: Limit the number of contacts in a workflow in Lists, Lead Scoring & Workflows

Limit the number of contacts in a workflow

RebeccaShultz — Thu, 08 Dec 2022 20:27:20 GMT

Is there a way (or a workaround) to drip a limited number of contacts from a list per day?

For some context. we use workflows to automated sequences. These sequences include taks for the sales team to complete. We have been asked by the sales to team to limit the number of tasks we assign per day wihch requires us tp limit how many contacts we allow into the workflow per day. Any suggestions? We are trying to avoid manually enrolling a set number of leads a day. We are also working from a list the meets our desired criteria/filters.

Re: Limit the number of contacts in a workflow

crispyGTM — Thu, 08 Dec 2022 21:26:29 GMT

@RebeccaShultz What is the task that is being created from the sequence?

Re: Limit the number of contacts in a workflow

karstenkoehler — Fri, 09 Dec 2022 05:32:27 GMT

Hi @RebeccaShultz,

Out of the box this is currently not possible. Like many things, it can be achieved with custom code actions in workflows which require development. (This requires Operations Hub Professional.) The custom code action could delay further actions if a defined contact limit has been hit.

However, this might not solve the original issue of generally enrolling too many contacts and contact and tasks might simply pile up? If you're receiving the feedback from sales that you're generally passing on too many contacts and tasks to them, I'd start there.

Is the overall volume too high? Consider using a score property and adapt your workflow to only let contacts above a certain threshold through: https://knowledge.hubspot.com/crm-setup/set-up-score-properties-to-qualify-leads
Should sales be receiving all tasks but need better insight into prioritization? Try to define criteria which would let you automatically set task priority.

In any case, other users have also requested better settings for this: https://community.hubspot.com/t5/HubSpot-Ideas/Limit-the-number-of-contacts-added-to-a-sequence-daily-through-a/idi-p/589632

I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity. If you want to help others find this request more easily, you can do so by accepting my reply as a solution. I'd appreciate it!

Have a great day!

Re: Limit the number of contacts in a workflow

RebeccaShultz — Fri, 09 Dec 2022 22:59:45 GMT

The tasks would be actions for them to take with the lead, usually call.

Re: Limit the number of contacts in a workflow

EAlvarez2 — Thu, 07 Mar 2024 12:51:35 GMT

I would also like to have the option in Hubspot to limit the number of contacts in a workflow without using codes.

Re: Limit the number of contacts in a workflow

Trione — Fri, 25 Oct 2024 20:27:06 GMT

I would also allow to drip contacts from a list.

Re: Limit the number of contacts in a workflow

JTolley — Thu, 13 Feb 2025 08:26:41 GMT

You might want to check out my app - Daeda Essentials
It has a throttle mechanism for controlling the execution speed of your workflows.
You could enroll your entire list into a workflow and then add a throttle node to release 50 every day @ 9am.

It's already on the marketplace, and I'm continuously updating it for more powerful capabilities (the next one is being able to prevent the throttle from releasing on weekends).

Any questions - feel free to DM me.

Thanks,

Jack