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).
Hi @MandyL! That’s a completely fair question, and I appreciate you following up and sharing your thoughts. After seeing your comment, I checked in with our product team and was able to get a bit more context.
When the product team evaluates what to prioritize, they consider multiple factors, the feedback shared in the Ideas Forum being one of them. The good news is that this particular request is still on their radar and being discussed, and hasn't been deprioritized. That said, it hasn’t been scheduled for development yet. The main reason is that other projects with more immediate impact have taken precedence for now.
We fully understand how valuable this would be, and I’ll continue to keep an eye on any updates from the product team. If I hear that it’s moving into development, I’ll make sure to share that news here right away. At the moment, though, there’s no confirmed timeline.
This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community post here.
It is 5 months since my last input on this request...any movement HubSpot? I love Sequences and talk them up to clients all the time, but can tell you that the adoption of using Sequences is slow. Why? Because salespeople don't have the time or want to take the time to set up their one-to-one outreach—this is where allowing a Super Admin to start a sequence on another's behalf is super important.
Thank you for letting me know that. I did end up discovering that in other relatable threads. Those who are not on the Enterprise plan didn't seem to be happy about it. 😬 Hopefully, they'll roll it out to other levels soon.
To build upon my previous comments, being able to enable, create, and launch sequences on the behalf of others should be a Sales Pro license level, not just an Enterprise level. And we shouldn't need the help of workflows to do it either.
@MandyL@AVChrista@JenniferErena You could use this, if you create a workflow to create a task assigned to the other user. This would then automatically enrol the sequence from the other user. Not ideal, but would definitely help.
So if I understand this correctly we can use CRM Automator to create a task that then essentially leverages an automation to enroll a contact that is owned by another HS user into a sequence and have it come from them as a Sales Sequence. Is this correct? Fantastic workaround if so.
Create a task called "Sequence: <sequence name>", set the due date to when you want the contact to be enrolled (or the past if enrolled right away), and assign it to the user. If they have the tool installed it will then send the sequence from them.
Awesome. I'm going to definitely try that. We've been really limping along not having this functionality in place for sales support users to support the primary business development person.
@AVChrista. Even with Sale Hub Enterprise, the only way to enroll contacts on behalf of a sales person is via a workflow. @Alex32. Great workaround Idea. Just curious is there a difference between using the plugin vs. using a workflow to enroll contacts? I definitely see the benefit on the Pro level vs. Enterprise.
It'd be super beneficial if I could change the Sender of a Sequence email to another Hubspot User instead of myself, especially since the email templates in that Sequence are written to come from a specific Hubspot User (not myself). It looks quite awkward when the Sender is me, but the person signing the email is another user. We want to see this feature happen so that I can enroll many contacts on behalf of our Community Team, and this would free up their time to focus on the relationships with those contacts enrolled in the Sequence. Thanks HubSpot!
That's precisely why we needed it. We had several emails to go out on behalf of our CEO. We had to abandon the idea because he obviously didn't have the time to administer the contacts each day and identify the ones to receive the email, and his email address had to be the sender.
I would like to be able to send sequences from multiple contacts at our company using my account.
I have attempted to add other rep's emails to my account to use as the send-from address, and while that does make it possible to send it from their email address, the email display name still matches the account name, creating some confusion.
What I would like to see is a list of potential send-from addresses that I can use so that I can split the outgoing sequence emails equally between sales reps.
Workflow options for sequences missing ownership fields options!
Where are the ownership field options in this workflow added to the sequences? It currently seems to automate a response to a form-fill from the same user every time. Additionally, there are no delay capabilities. Our ideal flow is 1) form is filled 2) workflow automation assigns 3 ownership fields based on geo-location (this takes 20 minutes), sequence fires with emails sent via an ownership field. Any chance of these functions being incorporated?
I am the database puppet master, and my team would like me to manage the lists/enrollment triggers/etc for sequences. Is this possible? I've tested it out and right now it looks like when I enroll people I automatically become the owner of the sequence of tasks. I have also gone in and seen that my colleague can access a sequence I've made and add people to it and she becomes the owner of those she enrolled. But in reality we want it so that I can enroll contacts and assign them to different sales team members. Is this possible? thanks
it makes absolutely no sense that this feature currently works as it does. Anyone should be able to add leads to sequences, and the sequences should rely on the Assigned sales person by default instead of whoever is managing the lead assignment process. what a monumental waste of our sales people's times.
