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).

Actualizaciones de HubSpot
Estado actualizado a: Being Reviewed
October 27, 2020 07:41 AM

Hi folks,

 

Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. Until recently we've been evaluating if this feature was in alignment with our overall vision for sequences. We are currently evaluating the technical feasibility to do this, and if the concept is sound, how our team will implement it. Implementation of this feature would not likely come until 2021. I will respond as soon we have an update!

 

Best,

Glen

Estado actualizado a: Not Currently Planned
April 16, 2020 04:15 AM

Hi Community,

 

I'm updating this posting to "not currently planned" to be transparent that we do not plan to develop this feature in the coming quarter. I've had a chance to speak with a few of you, and recognize that many team would beneift from the ability to enroll sequences on behalf of others. This is one of our top ideas in sequences and is gaining a lot of traction, so we will continue to monitor and provide updates on a more consistent basis.

 

Best,

Glen

230 Comentarios
PJohns
Colaborador

+1 for this too, we need to be able to support our sales teams with the power of HubSpot sequencing, but this restriction is holding us back. Allocating the sender to sales staff is a feature we can see soon?

 

Thanks,

LUhlík
Miembro

Upvoted, please do so! Thank you

NDwyer0
Miembro

Yes this is particularly imortant where you have sales support teams that need to enroll people in sequences on behalf of the sales lead etc. 

05707
Miembro

+1 for this idea!

JonChartrand
Miembro

+1. Need BDR to be able to enroll people in sequences sent by the Salesperson.

WGonzales
Miembro

Not being able to do this is a huge bottleneck in the automation process. We have a diverse and global team and having to push and prod across timelines to get them to enroll a list is the opposite of a streamlined outreach process.

bweisman
Miembro

What is the status of this? @glencornell 

bweisman
Miembro

This has 600 up-votes. Open since 2020. Can HubSpot please provide an update? Thanks.

Irm
Miembro

This is a standard feature in every other sales enablement platform. HubSpot, waht are you doing?

 

The workflow workaround is terrible, because if any contacts fail at the enrollment step (e.g., due to a global bounce), they disappear into the workflow error log, which does not allow exports. I have to manually add each and every record to a static list so that the sales side can process them (e.g., search for another contact at the firm, confirm contact info, etc.). I spent an hour yesterday doing just that. Not a productive use of my time. If the contacts could be enrolled directly in the sequence on the sales person's behalf, the fails would go into the error log, where they can be exported and processed—and our reporting looks accurate.

MWest4
Miembro

+1 from me. This is causing headaches in our small business not being able to do this. Please open up this functionality!