We really need a possibility to unroll a contact from the sequence with a workflow.
Our sales agents are enrolling contacts into workflows after sending a quotation. Many times contacts are calling back or they came personally to our office - then the deal is closed or lost (agent manually change deal status to Closed Won / Closed Lost).
And Hubspot continues to email these contacts because they are still in the sequence - it frustrates them of course.
It would not be a problem if I could be able to unenroll a contact from the sequence with a workflow when given condition (deal stage changed) is met.
Yes please implement this functionality to have the ability to change statuses automatically as contacts enter and complete specific sequences to reduce the mundain manual updating of contact properties to keep things organized. The “Now in Sequence” property doesn’t work as needed.
We finally found a workaround! This is only for deal level: We trigger a deal based workflow by using "at least one associated contact has now in sequence equal to true" - then you can set the delay with the amount of days how long your sequence usually lasts. Afterwards you use the same, this time with false: "at least one associated contact has now in sequence equal to false".
Then we set a pre-defined property which is doing the rest (e.g. you have another small workflows which moves the deal then to another pipeline/triggers a task or whatever you want.)
Hi we have a workaround that may work for some of you.
We use a “stamp” text in email body to identify a specific template in sequence. For example I put at the end of the template a unique referecence text like: Ref: seq-xyz and paint it and use a small text size so the recipient will not notice it. The stamp becames something like this:
Ref: seq-xyz
..at the last email line (if you prefer you can use a white text so it will became completely invisible)
To use it on a workflow you just need to have a condition that a engagement (activity) email sent contains in email body the stamp string (Ref: seq-xyz)
So the contact will be added to workflow everytime the email in sequence is sent with the stamp that matches the one you have used.
If you use this always take in count that in some cases your customer will clearly see the stamp ref text you’ve used for him (for example in cases that it uses a email client that converts html email to simple text).
This all sounds awesome… I’d also really like to see the ability for contacts to be removed from a sequence if they click a link within an email that’s not a ‘‘book a meeting’’ link - ie a ‘‘click here to register’’ type link.
Pleaseeeeeeeeeeee implement this! The data is already in Hubspot. Please also add the ability to see how many sequences/names of sequences contact has completed
We are now planning work to allow sequences properties to be used as triggers and filters in workflows, lists, and reports. More details on the related work and progress can be found in the update for the Idea: Drill-downs for Sequences Open/Click Reporting
@glencornell Hi! Thanks for the updates. I wanted to make sure that we could also trigger the un-enrollment of a contact from a sequence in a workflow too. Not only triggering enrollment.
This would be fantastic, especially from a sales end. We would like to do more with the contacts that don’t interact. It would be great to have a workflow that allows us to schedule a call for those that don’t interact (or do). It would help build a priority versus just scheduling a call in the sequence.
commenting for a customer here.
Wondering if we have any updates here? Would be great if this feature allow us to target contacts who enrolled within certain sequence but fail to open certain sales email within the sequence.
Thank you!