Start a sequence on behalf of another HS user

I am an Executive Admin wanting to take weekly sequences off my boss’s plate. I’m surprised that this isn’t already an option within Hubspot/sequences. Is this still being reviewed @glencornell ? Any updates?

I am an EA who has been logging in as my boss to send the email sequences but she is tired of the emails bogging down her sent folder and inbox. Please please please add this feature!

This is such a core feature that the only reason I can see that it hasnt been implemented to to encourage users to upgrade to enteprise and do through workflows. For many that isnt a cost effective option right now

I am glad to see this is “being reviewed”. @ABroadbent I am in the same position as you, we do not need enterprise, and cannot justify the budget for it. There are a few things that I also think should be in the PRO level. PRO level users are a large portion and I’d love to get more of them active in upvoting ideas. HubSpot does respond to user feedback.

Please!! I help a lot of reps get started on HubSpot and this would make it faster and easier.

We need this so much.

At the moment, I have to create a basic workflow every single time I want to do this just so I can use the ‘enrol in sequence’ action to send as someone else. I get asked by the team to organise the sequences and then send and it’s annoying having to do this lengthier process when instead I could just select the list the sequence needs to go to and bulk enrol as someone else.

Please make this happen sooner than later.

Chiming in again on this…a Super Admin or a Partner Admin should have the capability to enroll contacts into a sequence on behalf of someone else. It is ridiculous that this can only be achieved on the Enterprise-level and not on the Professional-level.

What is the status of this? @glencornell

This has 600 up-votes. Open since 2020. Can HubSpot please provide an update? Thanks.

This is a standard feature in every other sales enablement platform. HubSpot, waht are you doing?

The workflow workaround is terrible, because if any contacts fail at the enrollment step (e.g., due to a global bounce), they disappear into the workflow error log, which does not allow exports. I have to manually add each and every record to a static list so that the sales side can process them (e.g., search for another contact at the firm, confirm contact info, etc.). I spent an hour yesterday doing just that. Not a productive use of my time. If the contacts could be enrolled directly in the sequence on the sales person’s behalf, the fails would go into the error log, where they can be exported and processed—and our reporting looks accurate.

+1 from me. This is causing headaches in our small business not being able to do this. Please open up this functionality!

I feel like I’m missing something, how is someone in a sales support role supposed to handoff a lead to a salesperson, if they can’t enroll them in sequence?

ok so this has been under review since 2020???

At the very least someone who is a super admin should be able to send emails from other users. I initiate emails on behalf of our sales team to coordinate calls and follow-ups. I NEED this! We are a small business and work very lean; I need them doing as much as possible in other areas. The marketing hub is not always the answer, the CRM should have this capability as well.

Here are some of the other places this has been brought up:

https://community.hubspot.com/t5/Sales-Email/ability-to-send-email-on-behalf-of-another-account-holder/m-p/575833#M6231

https://community.hubspot.com/t5/Sales-Email/Send-email-on-behalf-of-another-team-member/m-p/401233#M4877

https://community.hubspot.com/t5/HubSpot-Ideas/Delegated-sending-email-from-another-user-s-connected-email/idi-p/656241

https://community.hubspot.com/t5/HubSpot-Ideas/Start-a-sequence-on-behalf-of-another-HS-user/idi-p/30341?search-action-id=141190949711&search-result-uid=30341

https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Sequencing-assistance/m-p/1000560?search-action-id=141190949711&search-result-uid=1000560

https://community.hubspot.com/t5/HubSpot-Ideas/Improve-sequence-functionality-to-be-on-par-with-Outreach-io-and/idi-p/1056026?search-action-id=141190949711&search-result-uid=1056026

https://community.hubspot.com/t5/Sales-Email/E-mail-Sales-Deals/m-p/580161?search-action-id=141191367186&search-result-uid=580161

https://community.hubspot.com/t5/HubSpot-Ideas/Email-Template-usage-BCC-or-CC-and-email-signature-as-Super/idi-p/503680?search-action-id=141191367186&search-result-uid=503680

The community needs an update on this please, you’re getting multiple comments and upvotes/month for this issue. This is holding our team back and encouraging our leadership to consider alternative CRM solutions. When can we expect to see this problem resolved?

Not having this feature gates features that make it really hard for small companies to adopt and use hubspot. This can be solved, but only at the Hubspot Enterprise tier, which includes a bunch of stuff that a small company doesn’t actually need.
Here is a reasonable workflow example:
We go to an event. We connected with 200 people that we told we would follow up with directly. We upload the names into Hubspot and now have a list. We want to use a sequence to assign someone to
Step 1. Call them
Step 2. Send a manual follow-up email
Step 3. Send an auto email bump
Step 4. A task to disposition them.
We want these to automatically land in the task queue of one of 3 sales reps. Right now, we need each sales rep to manually go find the leads and sequence them, RATHER than having the ability to sequence all the leads based on ownership from a single list.
This isn’t enterprise-level functionality. This is small business stuff.

Is there any update on the Review Status? I really, really, need this!

Hi everyone!
This idea’s status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.

“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.

For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.

Thank you @hhiggins !!!

Upvoted this idea in 2019 -- I’ve since moved on to a different company and still encountering the same issues. Seriously though - How has this not yet been implemented???

Yes, for all the reasons listed above. Please make this happen ASAP