I’d like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.
I’d like to execute a sequence we’ve built in our HubSpot CRM when a contact property changes. eg; when contact property is set to ‘X’ trigger sequence ‘Y’
Automate enrollment in sequences, so that everyone who filled out a form could be enrolled.
We sell a digital product with a 30-day evaluation. We’ve had 10,000 downloads to date and need a way to nurture the customers who are evaluating and follow up when their eval expires.
Please implement a way for us to auto-enrol and trigger a sequence based on a form signup
In this current age of automation, this should already be a feature of HubSpot.
Having this feature would provide a lot of value for current HubSpot customers, and not cost HubSpot very much to implement.
I realize that HubSpot does not want its customers spamming people, but limits could be placed on it to prevent that from happening. There are already limits to how many contacts you can enroll in a sequence per day.
this would be a great tool to have available, and i was suprised starting to use hubspot that it wasnt available.
i can enrol a group into a workflow, but this doesnt suit for us or our clients, enorolling a daily group of new leads into a sequence works much better and is required automation for simple time saving
thanks
This automation is literally why I signed up to HubSpot.
I need webforms > HS sequencing. How is this not a thing?
Can this be done through Zapier?
interested in this as well, odd this isnt a default feature. especially for forms, it would be so easy to do
I also am looking for this functionality? (automate sequence enrolment from website form submission)
It would take a huge weight off our sales guys/SDR team.
Does anyone else have any ‘shortcuts’ to achieve the same thing?
Automating enrollment in sequences would be really helpful. In my opinion, having the ability to use workflows to enroll contacts in sequences would be the optimal solution. Even having the ability to use list memberships to bulk enroll contacts in sequences would be really nice and save a lot of time.
This functionality could make the difference at my sales team. The manual follow up and finding deals that fit some special criteria can become very time-consuming. These automatical enrollments will help the team to spend more time Selling and not writing or copy-pasting templates in bulk.
Thanks!
Every 5 minutes I find myself Googling some functionality for my brand new HubSpot account thinking, “No way this isn’t a feature, I’m just new to this and can’t find it…” LOL
So many basic functions missing from HubSpot. I’m already working on organizing my recently migrated data within HubSpot as I’m thinking I’m gonna be jumping ship sooner than later.
HubSpot customer since: 0.5 days ago
We would also find this useful. In the interest of preventing spam, I can see it working as a feature in workflows, it’s the perfect handoff between marketing and sales, when they reach certain trigger points, initiate a sequence to encourage the lead to contact/reply to the salesperson.
I’m also having trouble with this because I’d like to insert one of our sales guys meeting link into a marketing email but can’t, so instead, I’m looking at creating a sequence, but it’s pointless if I can’t auto-enrol.
We need better cross marketing/sales functionality.
We organise events and register participants via Hubspot. We would like to send them a form with more detailed information after signing up. This is why we realy need this feature.
After more research i realized everything in Sequences can also be done in Workflows, and with Workflows you can set triggers to auto-enroll and you can use Emails instead of Templates to provide better analytics and control over the email. You can also add additional steps in the Workflows like subscribing users, changing lead status, and complex if/then statements. So now I just dont use Sequences and use Workflows instead. I still think Sequences should have auto-enroll though, but i do love Workflows so i recommend just using those instead now.
Would be awesome to have this! A good example is tickets.
I would like to automatically enroll associated contact tied to a ticket that moves to a certain stage so that a CSM can follow up with an automated email and if they don’t respond, a call.
Have you heard anything back about this idea?
No, unfortunately not. It realy would make it worth paying for.
I talked to a support agent a while back and he said that it is not possible due to some email guidelines they have to follow, at least in an easy way. That emails are not allowed to be sent to new users without your explicit permission, i.e. enrolling them individually. This is probably to cut down on potential bots sending spam on your forms, or some guidelines they follow to stay on good terms with email providers, idk
@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and I want to enroll customers into sequences automatically that have already opted in and are using our products.
That’s how I would like to use it too, to send a confirmation mail with a downloadlink or requested information concerning the form they filled out.