Sequences - Unenroll contact when call outcome = connected
It would be great to be able to set unenrollment criteria for sequences when a logged call that has the call outcome "connected".
This would remove one extra steps for reps when you actually connect with someone on the phone.
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Product team note:
Here are some additions that have been included from a merged idea from denright:
When making a call that is part of a Sequence...
1) If the call is answered and we connect with the contact, we should have a way to immediately end the sequence for that contact -- so we don't forget to unenroll the contact.
2) Connected calls can be factored into sequence reply rates and reflect increased response rates to sequences (so we understand the % of sequences that ended from calls)
We have been following this thread and hoping to fit this functionality into Sequences when we had the opportunity. We believe we will be able to begin working on this in the latter part of Q1 2022, so I've updated the status here to 'In Planning'.
We are actively reviewing this idea as it is related to some upcoming plans in Sequences development.
For the time being, all Sales & Service Enterprise customers will be able to create a workflow to trigger sequence unenrollment from a call connected. However, based on what we know about these requests, and our future considerations, we are reviewing providing options for all Sequences users, and providing a means to better track call connections in Sequences reporting.
This is definitely how it should work. I thought manually logging a call unenrolled a contact in a sequence, but after looking to see if something was wrong when a connected call didn't unenroll a contact, I don't see that manual calls do it either.
I worked with a customer today with a similar request, so I wanted to share a workaround I came up with to remind the Contact Owner to unenroll the contact from the sequence.
This workaround will enroll a contact in a workflow if they are currently in a sequence and had a phone call with the call outcome "Connected." Then, it would create a task for the contact owner to unenroll the contact.
Create a list
Create a list with the following critea:
Now in Sequence is equal to true.
Activity date is after (today's date)- just to be sure you don't create a bunch of unnecessary tasks.
Call outcome is connected.
Create a workflow
Create a new, contact-based workflow.
Use the list you created above as the enrollment criteria (be sure to turn re-enrollment on).
Add an action to create a task for the contact owner to unenroll the contact from the sequence.
I just reached out to support regarding this today. I'm used to working in Outreach which does this. This is one function that I'm really missing in addition to A/B testing in sales emails.
critical. how does this not exist today? if someone connects with you isn't that evidence that you shouldn't be sending them more emails and making more calls to them? need automation to do this, not a flow to create a manual task for a rep. Hubspot, please solve this.
We are actively reviewing this idea as it is related to some upcoming plans in Sequences development.
For the time being, all Sales & Service Enterprise customers will be able to create a workflow to trigger sequence unenrollment from a call connected. However, based on what we know about these requests, and our future considerations, we are reviewing providing options for all Sequences users, and providing a means to better track call connections in Sequences reporting.
We have been following this thread and hoping to fit this functionality into Sequences when we had the opportunity. We believe we will be able to begin working on this in the latter part of Q1 2022, so I've updated the status here to 'In Planning'.
I see that a lot of customers are asking for better connectivity and integration when it comes to Call Outcomes but it appears that nothing much has been updated on this. I'm really surprised and am wondering if the integration of Call Outcomes into Workflow shouldn't be something fundamental and basic?
I'm also struggling very much with just simply trying to use only the most recent/latest call outcome to build my workflows and path the contact through it but this seems impossible at this point. Hubspot, can you please pick up on this topic? I kinda needa a solution as soon as possible if not, the workflows I'm creating on Hubspot aren't truly fit for purpose. Thanks.
This is an integral feature for sequences - I don't understand how it's still missing. Last update from HubSpot was that the feature would be considered Q1 2022 - any update here?
