How can I automate enrolling a contact into a sequence? Zapier, Automate.io

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1

How can I automate enrolling a contact into a sequence?

I would like to automate enrolling a contact into a sequence.

Could this be done with Zapier or Automate.io?

i.e. Using an email or Google Sheets row as a trigger to enroll the Hubspot contact into a sequence?

Is this possible? If not, is this something I can develop OR how can I request this functionality?

Thanks,

Jefe

2

Hi @Jefe I see that you’ve already added this as a suggestion to our ideas forum. For further context on why this is not a feature please refer to this thread comment by our inbound professor @cbsembler.

Thank you,

Ed Justen

3

Hi Ed,

Yes, I was informed after asking the question where to submit ideas/requests.

I am using this for a 1:1 type conversation and the requested feature would be to automate enrolling 1 contact into a specific sequence as determined by the google sheet trigger.

In regards to the reference thread, hubspot allows templates so multiple people can be enrolledinto the same sequence, 1 at a time, so I understand your point about seeing that as a marketing flow, but this is for a 1-off conversation.

I am interested in rules to maintain the 1:1 type conversation with the automation.

4

I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks.

Instead of manually enrolling a lead in a sequence at a particular lead stage, the lead is automatically enrolled with the next lead stage as a trigger.

I tried this through workflows, and it could be as simple as allowing a contact to be enrolled in a sequence just as it would allow a contact to be enrolled in a workflow based on that trigger.

5

Hi @Jefe,

This is now possible using contact-based workflows, available in Enterprise. See the screenshot of a contact-based workflow below:

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This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters.

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I’d appreciate it!)

Have a great day

6

Thanks for sharing. I have the sales starter package, so unfortunately this doesn’t help me and I prefer to keep this open.

7

Got it, thank you for the additional infomation.

Our product team is currently working on enhancements for the Sequences tool, including automated enrollment. You can follow this Ideas thread for more information.

Thanks

Mia

8

Nice for the Enterprise community. How would you do this as a grandfathered in sales starter subscriber?

9

Hi @karstenkoehler , that’s exactly the solution I’m looking for! I have the professional verison of both the marketing and sales hub but the “enroll in a sequence” or “unenroll in a sequence” options don’t appear for me in workflow actions. Any ideas why?

10

Hi @Shep,

Maybe this is being rolled out to portals in waves. If it was an Enterprise feature, it would show up with a lock icon, I think. I’d recommend checking with your customer success manager, maybe they can enable this for you.

Best regards!

11

Hi @Shep I think it’s currently only avalible for enterprise versions, but you can try the free chrome extension I mentioned above.

12

Hi @Jefe,

thank you reaching out to the Community and @karstenkoehler for posting about this feature update. I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. You can read more about enrolling and unenrolling contacts in sequences with the help of workflows in this Knowledge base article.

Cheers

Mia

13

Does this include the Sales Starter package? I was grandfathered into it years ago.

14

Any idea when Pro users will have this feature?

15

Hi @AMelton9,

Our product team is currently working on a solution for Sales and Service Professional users - ETA hasn’t been confirmed yet, but you can follow this post in the Ideas forum for the newest updates.

Thank you!

Mia, Community Team

16

Hey @AMelton9 ! There is a free chrome extension called “HubSpot Sequence Automator” which lets you do this currently.

17

Thanks for sharing!

18

do you know if this still works and would provide basic functionality that’s missing from the professional package, tried to sign up but get no sign email?

19

I’m not sure this feature was enabled for the Sales Starter package. If I remember correctly, it was created for the Marketing subscription.

20

I’d like to submit a request to the Hubspot Products Team that adding a contact to a sequence using a workflow be available in Pro. Seems pretty table stakes.