HubSpot Ideas

ryangates

Auto-Trigger Sequences Based on Deal Stage Changes

I would love the ability to auto trigger specific sequences whenever a deal moves into a different stage. Then I wouldn't need to manually enroll each individual person in the deal into the sequences, and could keep the sales process moving along easily.

13 Replies
open_to_ideas
Member

This would be a huge help in our business as deal stages move along we can automate business processes to save time.

open_to_ideas
Member

Is there any update on when this will be implemented?

 

feedback
Member

 Definitely need this; especially when using workflows.  Would be great to auto-enroll in a sequence

ahsdc
Member

upvote

hollis
Participant

This would be extremely helpful. 

MaximePMDC
Participant

Same on our side....... It is mandatory but be successful !!!

MarceloTadeu
Member

This is extremy needed function for better sales workflow and follow up

donnie721
Member

DO IT HUBSPOT. We need this functionality

ATC
Member

I've just setup sequences for each deal stage under the fair assumption this was a core function of a CRM... surely HS? 

Merit_Jackson
Member

This would also be extremely useful to my team.

 

Edit: so looking at this thread gave me an idea of a workaround. I set the trigger criteria for the workflow to be when the Deal Stage "is known", and the re-enrollment criteria to be when the Deal Stage "is known". I have tested it, and it does inded correctly trigger whenever there is a change in the Deal Stage.

mallory_gsp
Contributor

I'd also love the ability for the contat to be auto-unenrolled from a sequence this way

HSmith32
Member

No brainer - anyone know a work around until HS implements? 

EHatch
Member

Our company really needs this. Seems weird they don't have it already!