Hello,
Is it possible for me to enroll prospects in email sequences, on behalf of a sales person?
I want to take some of the outreach admin for sales people, by enrolling thier prospects in email sequences for them. But not sure if I can do this myself, or if I’d need thier login detail to do it for them.
Any best practise would be greatly appreciated.
Hi @HRichthe2nd,
Via workflows, yes: Enroll and unenroll contacts in sequences using workflows
From a contact index page, via bulk sequence enrollment, as far as I know, no.
Best regards
You can definitely do this natively with HubSpot workflows and sequence enrollment, especially if you want to reduce manual outreach work for reps. One thing to keep in mind is assigning the right sequence sender/owner logic so emails still come from the correct sales rep. (you will need Enterprise hubs)
As another option, you may also consider FlowNer https://community.hubspot.com/t5/HubSpot-Native-Apps/FlowNer-Enroll-amp-Automate/td-p/1274619 - it’s a HubSpot app focused on advanced sequence automation and enrollment workflows. It can help with enrolling contacts into sequences automatically, routing by owner, throttling enrollments/splitting segments, and creating more controlled outbound automation on top of HubSpot native functionality.
Could be useful if you outgrow the standard workflow setup or need more flexibility/scaling for outreach operations.
Best
John