HubSpot Ideas

r2davis3

Start a sequence on behalf of another HS user

After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).

143 Replies
chiptalarico
Member

100% agree we need a way to send out on behalf of someone else on vacation. Permission-based of course. 

ZviPardes
Contributor

This is an essential feature. We have a large sales team who are often on the move. I'm the HubSpot marketing guy who needs to set this all up for them.

 

Best,

 

Zvi

Aryval
Member

I upvote. Sales people typically have neither the time nor inclination to build their own sequences. Sequences are a marketing function. Please allow a super admin to create a sequence and assign it to another user. 

DLi3
Member

Also agree 100%.  This is absolutely critical.  Are there any updates on this feature?

ZviPardes
Contributor

I have heard from HubSpot support that they are planning on bringing in this feature this year. I also discovered that you can still set up a sequence and have the sales person clone it. This is helpful.

 

AVChrista
Contributor | Platinum Partner

Wow, if that is true, that will be the best thing HubSpot releases this year besides the Ops Hub!

ZviPardes
Contributor

Yeah, who would have thought it would make sense for marketing to set up sequences for busy non-technical sales staff….yeesh.

FPalmgren
Participant

We are desperately in need of this feature.

I have SDRs working proscpect lists and need to start sequences for sales agents. This is a no brainer 🙌

 

Hubspot has everything else:) please make this happen, would be sooo important.

We cannot have sales agents also doing SDR work.

FPalmgren
Participant

What is the work around? To add the sales agent email client to the SDR account?

QRandel
Member

Please move this idea up in your backlog. It would be valuable to have this in order to allow us to scale lead follow up.

YiRui_Chua
HubSpot Employee

Hi team, it's been some time since the feature is set to being reviewed.

Wondering if we have an update on this? Ideally, this permission is given to a SuperAdmin.

Thank you (:

CBergeron
Member

Hi Hubspot,

It would be really useful to send a sequence on behalf of another user.  Especially when they are on vacation or for any other reason.  I can see this is a request for a long time, so maybe it needs to be considered 😉.  Thank you!

 

vanng
Member

Supporting this feature too! Is this going to be reviewed again?

pille
Participant

I have a person on my team away Thursday and Friday. I have to have him provide me with his credentials so I can login and put items in sequences for him. 

 

This is insanely inefficient that as his manager I can't enroll someone in a sequence for him.

 

This is a must have feature.

 

If you add this to enterprise like you did the ability to enroll leads into a sequence using workflow, that will be very disappointing...as that was disappointing.

danwetherald
Member

+1

SCarlisle
Participant

Is there an update on this idea? I work with the sales team and this would be a great feature to implement. 

tomfoutsitzis
HubSpot Employee

Hi everyone, portals with Sales hub Enterprise are now able to enroll contacts in a sequence using workflow (and on behalf of another user):

  • Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in
  • Use the Sender dropdown menu to select the user that will be listed as the sender of the sequence

With great power comes great responsibility so please use good judgement. Check out that article to find example use cases and limitations. 

tomfoutsitzis_0-1629897973175.png

 

ZviPardes
Contributor

Why only for Sales Enterprise? That is profoundly unfair given the utility of such a feature.

Ceridwen1971
Participant

While this is a step in the right direction and provides options @tomfoutsitzis , I don't think it has all the features of the sequences that would be needed for Sales Teams. 

ZviPardes
Contributor

@Ceridwen1971 Agreed! 

@tomfoutsitzis Come on, sure we can have this feature without working through a workflow! Especially when not every company can justify having enterprise-level service...