Is it possible for a sequence to trigger a workflow for updating a Lead Status?
I would like to have it automated that when email 1 and email 2, etc are sent out in the sequence it wil automatically update the contacts Lead Status.
Hi @TJones45,
You should be able to reference an email from a sequence in a workflow like shown below. Choose an activity filter for Email subject and enter the subject line of the email:
I’d recommend testing this on a few contacts before unleashing it onto the whole database. Let me know if you have any follow-up questions!
Hope this helps!
Thanks for this suggestion! I would like to add contacts who receive a certain email sequence to the Target Account list - which is basically the same issue as described above. However, having the email subject as enrollment triger is too risky as it’s not specific enough and it would be too error-prone to instruct the sales team to use only certain email subjects.
Any other idea how I can set up a workflow for these contacts? Thanks in advance!
Hi @LSieveking,
You can also reference sequence enrollment via the property “Last sequence enrolled”. This accepts the sequence ID, not the sequence name.
The sequence ID is the number that you see when you 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. From this URL, you can copy the sequence ID.
Best regards!
Hi Kars,
Let me jump and ask another question in the same subject. I wanted to change a lead status to “Unresponsive” after a sequence ends. Is that possible to do automatically? I tried sequence ending date, but leads who reply also has that date filled, so it would mix up good leads and unresponsive ones.
What do you suggest?
Hi @karstenkoehler, I’ve set it up like you recommneded but it didn’t seem to work. Could it be beacuse Huspot treated the seuqence ID a number and not text?
Ran into the same issue that @PedroSantos mentioned back in 2023. Support is confirming this is still a challenge to do today.
I would like to have a way to automate a lead status from a sequence completion when no response or meeting booked. No options surfaced during chat support.
A similar solution was presented in this other idea to upvote. IF we could just have the option to enroll in a workflow from the sequence as the last step, that would solve for this it seems.
https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-Enrollment-Trigger-Contact-completed-Sequence/idi-p/682774