topic Re: Integrate Sequence with a Workflow in Lead Capture Tools

Integrate Sequence with a Workflow

MBrommekamp — Wed, 06 Jul 2022 09:31:41 GMT

What I want to do:

I have set up a classic sequence with several follow-up messages. What I now want is that if the enrolled contact does not reply to any follow-up messages and thus bounces from the sequence, they get deleted from my contact databse. I was thinking if this would be possible via a workflow i.e., setting up a classic "if X then Y" statement but have been struggling to implement this.

Is this possible? If not, is there another way to do this automatically?

Best, 🙂

Re: Integrate Sequence with a Workflow

karstenkoehler — Wed, 06 Jul 2022 10:10:23 GMT

Hi @MBrommekamp,

Automatic deletion is not available as a default workflow action. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription.

If purchasing HubSpot Operations Hub is an option, feel free to reach out to me. As a HubSpot partner I'm eligible for commission and can help you identify other use cases within Operations Hub Professional. If pricing is a bit too prohibitive, there's a manual workaround where you simply add these contacts to a list. Once a month (or week) you'd manually delete the contacts from the list.

Your workflow would enroll contacts based on:

Last sequence enrolled is any of [sequence ID] AND
Last sequence ended date is known.

(To find the sequence ID, navigate to Menu > Automation > Sequences > Manage and click on a sequence. Your URL should look like this: https://app.hubspot.com/sequences/PORTAL_ID/sequence/SEQUENCE_ID/edit. Copy the sequence ID.)

The next step in your workflow would be to add the contact to a static list (which you need to create before setting up the workflow).

To summarize, contacts would enter the workflow when their sequence, specified by the ID, ends. They are then added to a static list which you can "empty" on a regular basis.

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

Re: Integrate Sequence with a Workflow

MBrommekamp — Wed, 06 Jul 2022 11:56:30 GMT

Hi Karsten,

many thanks for the quick and helpful feedback on this! Unfortunately the Hubspot Operations Pro plan is not an option.

I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. The filters I currently have are shown here (see screenshot).

Looking forward to your feedback its very much appreciated 🙂

Best,

Re: Integrate Sequence with a Workflow

karstenkoehler — Wed, 06 Jul 2022 11:58:57 GMT

Hi @MBrommekamp,

The sequences properties I mentioned can be found under Contact properties.

Best regards!