topic Re: Workflow automation from sequence enrollment + no response after 30 days in Tips, Tricks & Best Practices

Workflow automation from sequence enrollment + no response after 30 days

07156 — Mon, 08 Sep 2025 18:42:02 GMT

Hi HubSpot Community 👋,

I’m trying to build a workflow automation tied to Sequences, and I’m not sure if it’s possible with HubSpot’s current functionality.

Here’s the use case:

A Customer Success Manager sends a partner a specific sequence (e.g., Renewal Kickoff).
I want that sequence enrollment to trigger a journey/workflow.
If the partner does not interact (no reply, no engagement) with that email or sequence after 30 days, then:
→ Automatically create a task for the CSM (or send an internal notification/email) to follow up.

In short: Trigger workflow from a specific sequence name → monitor engagement → after 30 days of no activity → task/email to CSM.

Is there a way to do this in HubSpot (easiest way without having the need to create properties and just based on the specific sequenc)

Thanks in advance for your help!

Re: Workflow automation from sequence enrollment + no response after 30 days

karstenkoehler — Mon, 08 Sep 2025 18:45:53 GMT

Hi @07156,

The easiest way to do this would be without a workflow: At the end of your sequence, simply wait for 30 days, then create a task for the CSM. Regular unenrollment criteria for the sequence apply: if nothing happens, the task will be created after 30 days. If there's a response, the sequence will be ended.

Best regards!

Re: Workflow automation from sequence enrollment + no response after 30 days

07156 — Mon, 08 Sep 2025 22:08:32 GMT

Thanks for the response @karstenkoehler ! I thought that too but my team would only want a notification/task if the user didn't reply and just opened/clicked the sequence 30 days ago.

Re: Workflow automation from sequence enrollment + no response after 30 days

karstenkoehler — Tue, 09 Sep 2025 04:05:09 GMT

@07156 as far as I know, you can't reference a click or open of a sales email from a sequence directly. The reply, as I mentioned, would the main criterion of unenrollment anyway: https://knowledge.hubspot.com/sequences/unenroll-from-sequence

(This could better be achieved through a workflow with automated marketing emails, where you can specifically reference the open, click, reply to each individual email.)

If you still want to do this via workflow, you could enroll contacts based on 'When an event occurs' > 'Contact enrolled in a sequence'. After enrollment, add a delay for as many days as you want to give a contact after sequence enrollment to engage, then use 'Create task'. As workflow goal, unenroll contacts when 'Last sales email replied date is less than X days ago' and before the task, use a branch to check if "Recent sales email open date is less than X days ago OR Recent sales email clicked date is less than X days ago".

In my opinion, this introduces complexity that is unneeded. If you're sending a sequence, it's unlikely that the recipient will not even open at least one of them. So, as a simplification, you could go with the sequence task and probably achieve the same outcome.

Re: Workflow automation from sequence enrollment + no response after 30 days

devseq — Tue, 07 Oct 2025 18:59:34 GMT

Hi, here’s a way you could tackle this:

You can create a workflow with a manual enrollment trigger, where the first action is to enroll the contact in the specific sequence (like your Renewal Kickoff). Then, you can add follow-up actions to create a task or send an internal notification/email to the CSM after the 30-day no-engagement period.

This setup basically lets you:

Trigger the sequence enrollment via the workflow
Monitor engagement
Automatically remind the CSM to follow up if there’s no reply or activity after 30 days

That said, a couple of things to keep in mind:

If you have a lot of different sequences, this could get a bit complex to manage.
You’ll need Sales Hub Enterprise to enroll contacts into sequences directly from workflows.
Your sales team would need to be trained to trigger sequence enrollment through workflows instead of manually.

But overall, this should get you pretty close to what you want with minimal hassle and no need for creating extra custom properties!

Dev S

Builder @ AutoSeq

Advanced Sequence Management for HubSpot