Hi all,
The most common use-case for the sequence tool is to follow-up on quotes. Unfortunately, this doesn’t work in the sales pro hub, because sequences only unenroll when a contact replies or submits a form.
I understand this is possible with sales hub enterprise, but as this is the first (and often only) use-case small sized companies have for sequences, it’s not appropriate to upgrade to enterprise.
Is there a way to unenroll a contact from a sequence when a quote is signed using only sales hub pro?
Hi @JVermunt,
If you have Operations Hub Professional, you could use signed quote as a trigger for a workflow that has a custom code action to submit a form for this contact - then use this form as an unenrollment trigger.
The same could probably be achieved with Zapier, Make or similar.
The general idea being: The quote signature is the trigger, you create a form, then use third-party automation or custom code to virtually submit that form - then use the form as unenrollment trigger.
Alternatively you could always send a notification to the contact owner to manually enroll. It’s not great but better than nothing.
Best regards
Thanks, submitting a form seems like the best workaround available.