As already described here, It would be best to be able to give a user the permission to “Impersonate another User” for the Sequences-Tab. That would enable them to pre-fill everything and manage the Sequences as a Sales Rep. e.g. for someone from the C-Suite.
I realise that it is supposed to be a 1:1 tool, but being able to basically set up everything in the sequence, including enrolling all contacts and then the sender just having to review and then send it would make a major difference. Our current workflow is to get on a call with them and leading them through, this in some cases takes 30-60 Minutes as first they need to clone the sequence, enroll the contancts and then the sender obviously wants to review everything (For all I know make it so that the sender needs to actually press ‘send’ on the prepared email..).
I feel that this would not completely undermine the idea of the 1:1 while also giving us the ability for personal assistants etc. to actually utilise the tools at hand.
I’d recommend upvoting and commenting as the product team reviews these requests based on popularity. You can also help others find the request more easily by accepting my reply as a solution. I’d appreciate it, too.
Hi, as mentioned earlier by Karsten, the closest workaround currently is using workflows to enroll or unenroll contacts from sequences automatically. Just a heads-up though, that functionality requires a Sales/Service Hub Enterprise subscription.
Another option is to get a bit more technical and use custom-coded workflows with HubSpot’s automation API for sequences. This approach lets you enroll contacts programmatically via your custom code - but keep in mind it requires Ops Hub Pro or higher.
While neither is exactly the same as “impersonation” functionality, both methods can help streamline sequence management and reduce manual steps for your team.
Hopefully, HubSpot adds native impersonation features for sequences in the future, as it would be a big time-saver!
Dev SBuilder @ AutoSeqAdvanced Sequence Management for HubSpot
Sales ops, managers, and executive assistants with the right permission can enroll contacts in sequences on behalf of another user. Emails send from the selected sender’s inbox, and tasks land in the sender’s queue. Replies and activity credit the right person.
Why does it matter?
Reason for development
Sales teams often rely on sales ops, managers, marketers, and executive assistants to run sequence outreach for multiple reps and executives. Manual workarounds don’t scale, and they block adoption. Now it’s easier to ensure outreach comes from the right sender and replies and activity land with the person who owns the relationship, even when someone else built the sequence.
How does it work?
How it works
Permissions setup
Admins turn on the “Enroll in sequences on behalf of others” permission in user settings under sequences permissions.
Enrollment process
Someone with the permission manually enrolls contacts in a sequence, one at a time or in bulk.
They choose the sender. Any user with access to the sequence, sequence enrollment permissions, and a connected inbox can be the sender.
They pick from all of that sender’s connected inboxes.
Every sequence step runs as if the sender enrolled the contacts. Emails send from the sender’s inbox, and tasks appear in their queue. Anyone without the permission does not see the option to enroll on behalf of others.
Attribution
HubSpot attributes sequence activities and enrollments to the sender, not the person enrolling.
Who gets it?
Sales Hub and Service Hub Starter, Professional, and Enterprise, plus Revenue Hub Professional and Enterprise.
