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).

228 Comentarios
atol_kelly
Participante

Another vote here please!
The ability to send a sequence on behalf of another user and/or a 'team' mailbox would be so great for keeping ontop of these processes when team members join/leave. 

AJones14
Participante

Is there an update here? Our Sales Dev team will be doing more and more support work for sales (which is where this would really shine), which includes re-engaging their low engagement clients through automation. Thank you!

KNakawa
Miembro

We are also aligned to this use case.


Sometimes we come across situation that some members of our team contribute to our sales process with follow up emails on behalf of the sales member.

This is common practice in the industry. I'm surprised with all the advaned features in hubspot this isn't one of them.

JSolla
Miembro

Agree. This feature is super important. Sales Reps aren't always tech-savvy. It should be simple enough to set up a sequence once and then duplicate it for every sales rep. 

MGabriel2
Miembro

Hello, what is this update on this feature? We're currently vetting our renewal with Hubspot and this feature would be exceptionally meaningful to our team. 

MPelamonia
Participante

This would be a great feature and a complete time saver when it comes to setting up workflows. Is there an update on this? 

TDeluria
Miembro

I upvoted this feature in 2021. It's 2023 and still no movement. HUBSPOT PLEASE

sarahdecarlo
Participante

Stumbling upon this a year later as I'm coming across this issue as well! This would be a very helpful feature. 

@indiracatmedia I think the solution outlined in your link only works for aliases; I have a Sales Hub Professional subscription, and I'm unable to select both my colleague's email and our group inbox as the "from" address.

indiracatmedia
Colaborador | Partner nivel Elite

Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. You can use manual enrol or create a list as trigger criteria, and the action would be to enrol in the 'x' sequence as an 'x' user (see workflow screenshot below). Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. Of course, the workflow should be more granular and dependent on how your sales teams work and the sequence's purpose, i.e. by territory, based on event trigger, conference follow-up sequence, etc. I hope this helps 🙂 

indiracatmedia_0-1684259780316.png

 

sarahdecarlo
Participante

@indiracatmedia this is really interesting, particularly for conference follow-up as you mentioned!

What action did you select for this? I'm not seeing any options to Enroll in a sequence in my workflows tool. Is it nested under one of these?

 

Screenshot 2023-05-24 at 10.11.36 AM.png

DBredengerd
Miembro

PLEASE PLEASE PLEASE! I want to be able to simply drop contacts into an SRD's sequence so they can wake up every day and just work the tasks created by the sequence.

KiwiJen83
Miembro | Partner nivel Platinum

If I could give this 1,000,000 upvotes I would! 

PHix
Participante

@glencornell any update here? Been awhile since the promised 2021 deadline.

KSillo
Participante

Any update on this? Would greatly help us in our operations.

Koogness
Participante

It's been six years since this was suggestted.................

ToddGrote
Miembro

It looks like you have to have Enterprise to use this suggestion 😞  Great idea, tho.

KBrunstetter
Participante

Our prior sales platform had this feature, but switching to Hubspot has made this task now manual for our reps..

CGaring
Miembro

It's 2023 now. Wonder why this faeture hasn't been added yet after all the sentiments from users. 

JHarvey
Miembro

Because they want to force you to pay for it at the Enterprise level.

R_A10
Participante

Badly needed. Any update from the Hubspot R&D team with its implementation?