Workflow triggered from sequence

Smart CRM & Sales Hub Sales Email
1

Hello,

I’m trying to set up a workflow for contacts who complete a sequence without responding or scheduling a meeting.

If a contact finishes a sequence without unenrolling, I want to trigger a workflow to automatically assign a new property value and change the contact owner. I assume some kind of delay will be needed in case the contact replies or books a meeting within a few days of the last email in the sequence being sent.

I can see two trigger options in workflows, but they don’t seem to provide what I’m looking for:

  1. Contact unenrolled from sequence - only includes people who replied or booked a meeting.
  2. Sequence finished - includes everyone who finished the sequence (includes people who replied or booked a meeting).

Do you have any suggestions?

2

Hi @KellyR,

I find this resource helpful when trying to identify the meaning of HubSpot properties.

Here’s an attempt to accomplish the filters you’re after. It’s not perfect but might work for your use case.

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Take a look at my suggested filters and think through your use case. Let me/the community know if you have any questions/issues based on how it would work for you.

You mentioned a delay, so maybe it would makes sense for the last two conditions (next activity date and last marketing email reply date) to be removed from the trigger and added as a filter after the delay.