CRM

NDemetri
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Sequences

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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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karstenkoehler
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Membro do Hall da Fama | Parceiro

Sequences

resolver

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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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Sequences

resolver

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.