Hola! ¡Tenemos nuestra Comunidad en Español!

Require task completion before progressing a Sequence

Scott from the product team here. 

 

In Sequences today, task completion is NOT required before progressing onto the next step in a sequence.  For a sequence with multiple email steps, call tasks, and social touchpoints, this means that if a task step is not completed, future emails and tasks will still get sent or created. 

 

We've heard from our users that there should be an option to require that a task be completed before sending the next email in a sequence, or before creating another net new task. 

 

To solve this, we're evaluating support for this feature in Sequences:

 

Enabled.png

 

If you're interested in talking with us more, or getting early access, upvote this post and we'll let you know as soon as it's available. 

HubSpot updates
Require task completion before progressing a SequenceHubSpot Product Team
hace 3 semanas

This work is currently in development. 

 

@OfferZenBrett  - we hope to have a closed beta ready for this in the coming weeks. I'll update the post here and create a very short sign-up form (email and HUB ID) to give early access to anyone that would like to be a tester for this feature. 

Require task completion before progressing a SequenceHubSpot Product Team
hace 3 semanas

Hi Sequences Community!

 

We are now collecting beta sign-ups for this feature. Please fill out this form to be part of this beta.

 - We are currently only taking Sales and Services Professional and Enterprise customers for this closed beta.

 

Note:

  • Several dozen of you that have reached out directly and are already included, but filling out the form will be helpful for our team
  • I have included a survey question to this form that again will also be very helpful for our team as we continue development
  • This work is still in development, I will update here once the beta is live

 

Thanks everyone!

- Glen

Require task completion before progressing a SequenceHubSpot Product Team
changed to: In Planning
hace 3 semanas

Require task completion before progressing a SequenceHubSpot Product Team
hace 3 semanas

Hi Community!

 

We are priotizing this work in the coming weeks and plan to have some prototypes ready for feedback. If anyone would like to participate in our usability testing, or provide extra thoughts and context to how this problem impacts your process, it would be great to hear from you!


Please message me directly and I will reach out when we are ready to schedule calls!

Require task completion before progressing a SequenceHubSpot Product Team
hace 3 semanas

The form link should be working now! Thanks for catching so quickly Emoticono riéndose a carcajadas

Require task completion before progressing a SequenceHubSpot Product Team
hace 3 semanas

I believe the comment with the link is now on a previous (4) page in the thread comments. Here's the link: https://docs.google.com/forms/d/e/1FAIpQLSe5prpMcY_8LrHzhx3wET1BKKm9QyBQs8r28K0rHiHopkLCDA/viewform

45 Comentarios
marcusyoung
Occasional Contributor

This would be tremendously helpful to align with our sales process, i.e. if action 1 is an email, and action 2 is a phone call, and the agent goes on leave for a week or so, or something urgent pops up, or he doesn't complete all his tasks for the day, the second email goes out and possibly the third without adhering to the required mix of outreach methods to find the buyer's preferred medium. I get that you can pause workflows, but what happens if the workflow is left off indefinitely? Thanks Hubspot, it would be great if you could help us out here!

marcusyoung
Occasional Contributor
ernopyykko
Experto titular

We would find it very handy to have the possibility to add conditions on sequences. 

 

Example of a condititon that we'd like to have is:

- If no reply to previous e-mail template by the contact or the task is not in status 'completed', do not send the next e-mail. 

 

 

Andrew3
Asesor distinguido

This is a basic feature that would make our ability ot automate so much easier.

EliLeedy
Visitor

This function would be extremely helpful for my team as we follow up with Deals in our pipeline and inbound contacts who request information. We like rapid follow up, but if a rep is out sick 1 day and the follow up email goes out referencing a call that never happened it is unfortunate. This would streamline our process.

wdeperi
Asesor destacado

This is something we would love to have. Adding more hands on touchpoints to sequences would really improve our prospecting. Please bring this feature to HubSpot! Emoticono feliz

gilldupuis
Visitor

Having sequences not auto-create tasks before the previous task is complete would change my entire team's lives.  I used sequences every day for three months in a role where I knew exactly how many tasks I'd have time to complete in a day, and the auto-creating was still a pain in the **bleep**. I've since switched to a role with a less predictable day to day workload so I've stopped using sequences entirely and probably won't use them again until the STOP auto-create feature is implemented. I'll be waiting. Robot frustrado

mkt
Occasional Contributor

We would be very intrested in discussing this further and potentially testing this.

auto_mate
Regular Contributor

I'd beta this right now please

jfzelley
Occasional Contributor

We should be able to edit the settings of sequences so that emails are not automatically sent until the previous task is marked completed. Tasks get backed up, sometimes I don't get to a call task, and the email will send anyway. Tasks should not execute until the previous task is complete.