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).

HubSpot Updates
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

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

146 Replies
AVChrista
Contributor | Platinum Partner

I still agree with everyone else in this thread...it would be TIME SAVING to be able to enroll contacts into a sequence on behalf of another user. It is frustrating that Super Admins don't even have this capability. 

I understand that Sequences are to be used for personalized, one-to-one emails and use them that way. However, there are times when members on my team or clients need help getting a Sequence set up and contacts enrolled and then it is problematic because the ability to trigger a Sequence to fire on behalf of another person isn't available.

Forcing users to upgrade to Sales Enterprise to use a workflow as a workaround isn't the answer. And neither is a third-party plug-in (although I love that one exists). 

There should be a way that a user with specific permissions (Super Admin or otherwise) can enroll contacts into a Sequence on behalf of another user. Please make this happen HubSpot!

Maria5
Member

It'll be really helpful for SDR team, any plans to implement this in 2022?

CBarr6
Member

I would like to see this feature implemented as I support an Account Executive and do outreach on his behalf. It would be helpful if I could execute the automated emails to appear to be coming from him.

JHarvey
Member

As an individual contributor to the Marketing department who supports a few meat eater sales folks who like to focus on "revenue-generating activities," this feature is an absolute must for our team. I was extremely surprised to find out this wasn't already a feature. @AVChrista is correct; super frustrating not to have this capability!

Jon-May
Participant | Diamond Partner

+1, get asked for this all the time. The workaround is building a workflow with individual sales users, but for large sales teams, this becomes incredibly cumbersome, especially when new team members join and when they need to be removed after leaving the business.

mikisikis
Member

2023 is around the corner and this was in planning back in 2020....