I have been trying to create a workflow based on contacts already enrolled in sequences but can not set the enrollement trigger as it does not show sales emails in the list of trigger (marketing email ok but not sales email).
What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to “attempted to contact”. DOes anybody have an idea on this?
Is there not a “sequence status” option as there is for workflows? Sorry I only work in Marketing Hub but I think those triggers should be there, in which case you’d use contact is “currently enrolled in x sequence” as your trigger.
I can see Workflow status indeed but as you can see on capture below there is no “sequence status”, not even when I go to the Activity dropdown menu, I get a “call status or task status” properties but nothing for sequences.
There is currently somewhat of a disconnect between HubSpot Sequences and HubSpot Marketing functionality. You may read about some of that in the Ideas Forum.
- see [HubSpot Ideas] Filter Contacts by Sequence Enrollment
Late to the party here, but contrary to what’s been said, there are in fact better solutions than just, “No”.
Option 1:
While you aren’t able to specify which sequences you’d like to build a workflow off of, there IS a DEFAULT contact property called “Now in sequence”.
That being said, and considering that it sounds like you’re primarily using sequences for cold outreach, you could create the workflow below:
Enrollment Trigger: Contact Property “Now in Sequence” is known.
Action 1: Update lead status to “Attempted to Contact”.
I understand this isn’t as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence.
Option 2:
Create a custom property - eg. “Enrolled in X”.
Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.
Use custom property in workflows.
Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you’d like to build workflows off of.
Late to the party here, but contrary to what’s been said, there are in fact better solutions than just, “No”.
Option 1:
While you aren’t able to specify which sequences you’d like to build a workflow off of, there IS a DEFAULT contact property called “Now in sequence”.
That being said, and considering that it sounds like you’re primarily using sequences for cold outreach, you could create the workflow below:
Enrollment Trigger: Contact Property “Now in Sequence” is known.
Action 1: Update lead status to “Attempted to Contact”.
I understand this isn’t as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence.
Option 2:
Create a custom property - eg. “Enrolled in X”.
Whenever your reps enroll/multi-enroll people into a sequence, have them also batch-set the custom property for the contacts being enrolled.
Use custom property in workflows.
Again, not the most elegant of solutions, but this would give you the ability to specifiy which sequences you’d like to build workflows off of.
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What I would like to do is that all contacts enrolled in any sequence would have its lifecycle stage updated to Sales Qualified Lead and its status updated to “attempted to contact”. DOes anybody have an idea on this?
This could be achieved with the following criteria:
