Auto-Trigger Sequences Based on Deal Stage Changes

HubSpot Ideas
,
1

I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. Then I wouldn’t need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily.

2

This would be a huge help in our business as deal stages move along we can automate business processes to save time.

3

Is there any update on when this will be implemented?

4

Definitely need this; especially when using workflows. Would be great to auto-enroll in a sequence

5

upvote

6

This would be extremely helpful.

7

Same on our side… It is mandatory but be successful !!!

8

This is extremy needed function for better sales workflow and follow up

9

DO IT HUBSPOT. We need this functionality

10

I’ve just setup sequences for each deal stage under the fair assumption this was a core function of a CRM… surely HS?

11

This would also be extremely useful to my team.

Edit: so looking at this thread gave me an idea of a workaround. I set the trigger criteria for the workflow to be when the Deal Stage “is known”, and the re-enrollment criteria to be when the Deal Stage “is known”. I have tested it, and it does inded correctly trigger whenever there is a change in the Deal Stage.

12

I’d also love the ability for the contat to be auto-unenrolled from a sequence this way

13

No brainer - anyone know a work around until HS implements?

14

Our company really needs this. Seems weird they don’t have it already!

15

Good idea, this is what I am looking for!

16

Hey,

This is definitely a useful use case, especially when sequence enrollment is tied to deal stage changes.

One way to automate it is to use the deal stage change as your workflow trigger and then enroll the associated contact(s) into the relevant sequence.

If you don’t have the native sequence enrollment action available in your HubSpot plan, FlowNer can also be used for this. It adds an Enroll Contacts into Sequences action to workflows, so the enrollment can happen automatically when the deal reaches the specified stage.

That could save quite a bit of manual work in this setup.