CRM

NDemetri
Participant

Sequences

Résolue

Does anybody know if we can enroll contacts onto a sequence and save it without the email being sent out? 

 

Or is there a way I can create a sequence, enroll the contacts and send it out on behalf of another user? 

 

Thanks, 

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Sequences

Résolue

Hi @NDemetri,

 

The first option is not possible, no. Could you elaborate as to why you would want this?

 

To the second point, yes, this is possible via workflows. If contacts are enrolled into a sequence via workflow, the sender can be chosen. This is a Sales or Service Hub Enterprise feature: https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-using-workflows

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Sequences

Résolue

Hi @NDemetri,

 

The first option is not possible, no. Could you elaborate as to why you would want this?

 

To the second point, yes, this is possible via workflows. If contacts are enrolled into a sequence via workflow, the sender can be chosen. This is a Sales or Service Hub Enterprise feature: https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-using-workflows

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.