Start a sequence on behalf of another HS user

r2davis3

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).

HubSpot updates
Status updated to: Being Reviewed
Oct 27, 2020

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

Status updated to: Not Currently Planned
Apr 16, 2020

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

109 Replies
AVChrista
Contributor | Platinum Partner

 

@tomfoutsitzis I agree with everyone else here, why is this only available through Sales Enterprise and with the assistance of a workflow? This should be a Sales Pro level offering.

 
tomfoutsitzis
HubSpot Employee

Hi @Ceridwen1971@AVChrista@ZviPardes, I do not have insight into why certain functionality is available in certain subscription levels as I am an Inbound Consultant rather than a Product Manager like @glencornell, but I wanted to reply with that new feature in its current state as it does solve for the intiail request below:


@r2davis3 wrote:

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).


In terms of it only being available via a workflow, enrolling contacts manually in a workflow (and in bulk) is not far off of how you would do the same with Sequences:

tomfoutsitzis_0-1631809382624.png

Thank you as always for your feedback! It only helps the product grow (not to mentions helps me out a ton in my role as an Inbound Consultant as I am able to provide more solutions as a result). 

 

danwetherald
Member

Tom, this is not even close to what we need.

 

I need a saled agent (connector) to be able to start email sequences on my behalf. 

 

It BLOWS my mind that I have had to allow my sales coonector to open a new chrome window that is signed into my HubSpot account to allow us to acheive this very simple task....

 

Not sure why this is even a discussion to be honest.

tomfoutsitzis
HubSpot Employee

@danwetherald the article I linked to doesn't suggest needing to accomplish the task in the way you described. A sales agent can enroll a contact in a workflow (manually or via enrollment triggers) that has an action to then enroll the contact into your own personal sequence.

https://knowledge.hubspot.com/sequences/enroll-contacts-in-sequences-using-workflows

Example use cases: 
Enrolling a contact in a sequence from a sales qualified form submission to schedule a meeting.
Enrolling a contact in a sequence as a hand-off from sales once a deal has closed.
Enrolling a contact into a sequence as a response to a meeting outcome of No show.

danwetherald
Member

Original post: I'd like to start a Sequence on their behalf

 

So starting workflows does not help at all.... A workflow can only start a sequence on Enterprise which makes ZERO sense. This should not be a "enterprise" level feature. Just simplify the process and let other users start sequences on the behalf of another user... its pretty simple.

AVChrista
Contributor | Platinum Partner

 

I agree with @danwetherald that this workflow capability being available for Enterprise customers seems a bit much. It should be available on the Professional level too.

Also, most of our clients do not provide their sales team with access to workflows. So that wouldn't work for many of the clients we work with. Unless a sales agent is a nice way of saying an "admin" person or your "agency partner". But then even as an agency partner we can't even start a sequence on behalf of someone else without Enterprise and even then it is with a workflow...seems a bit flawed.

 
Ashbrianne
Member

My team just ran into this as well! I hope it becomes a feature soon!

TWatson1
Member

I would like to assign a diffrent sender, or possibly have it default to the contact or deal owner.

aguth
Participant

There is a less than feasible solution with the ability to enroll contacts in a sequence from within workflows. But since you have to pre-set the sender instead of having the option to set sender = contact owner; this option of the worklfows feature is useless. I believe the missing piece is enabling  sender = contact owner  here. I submitted this idea, please upvote: https://community.hubspot.com/t5/Sales-Hub-Tools/Set-sender-Contact-owner-if-contact-is-enrolled-int...