I would like the ability to start a sequence from a reply in gmail.
Here is just one use case:
1. We start a prospect on a sequence, which encourages them to book a demo with us.
2. The prospect replies to one of the emails in the sequence and says:
"Thanks Lee, I'll book a time next week."
3. Now we want to enroll that prospect in a new sequence that says "thank you" and then follows up with him multiple times if the prospect forgets to book a demo.
We have multiple use cases like this.
Without the ability to do this in gmail, we'll have to jump in and out of the CRM tens of times per day. Not ideal.
Just want to give an update here because it has been some time since the last update came though, I'm sorry about that. This is still being reviewed, and a problem that we plan to prioritize this year, however, it will likely come later in the year, so I am updating the status here to Not Currently Planned.
We see a lot of value in solving this issue, especially in cases when folks are working from an email client. Once we have solved some core issues related to managing enrollments and reporting, we plan to priortize solving this problem.
I'm updating this idea to "Being Reviewed". We're looking into a few variations of "replying with a sequence" and from some of the use-cases in your comments and from some customers I've spoke with, it sounds like there are a couple of ways folks think of "replying with a sequence".
1) After receiving an email, clicking "reply" and using a sequence to respond back instead of a one-off email. This seems to be the majority of feedback.
2) When sending an email to a contact, selecting an option to "follow-up" with a sequence.
We're primarily focused on #1, but would be interested to hear feedback on either.
Totally agree, and I see many people are asking the same thing different ways. I created a new account yesterday to test api calls in a sandbox environment and I receive a welcome email from hubspot asking me to choose between two options :
Option 1 - Big email with lots of steps
Option 2 - 7 small emails along 7 days helping me configuring my account
HS, you're telling me one people of your team manually went to my contact in your CRM and enrolled me into the sequence? Ok, it might be a workflow, but the thing is : the features are not the same, reply on a workflow doesn't stop the workflow (that's ok) but there is no way of stopping a workflow with a email reply (workflow that is intended to replace a sequence I mean). Very frustrating.
Please stop the philosophy and start with some pragmatism, read a bit, it seems to be a really desired feature.
I also 100% think a reply starting a sequence is a huge oversight for the hubspot. Here is an example of a scenario me and my sales team faces everyday that from speaking with other hubspot users is pretty standard. I think most just don't take the time to complain and suffer quietly.
Customer emails us asking for a quote, I respond to email with a quote.
Customer gets busy and I forget to follow up because I am also busy.
Sale Lost
How adding sequences to a reply would make my life better with hubspot
Customer emails for a quote
I respond with quote and enter into a sequence for a presentation followup
Sequence sends reminder two days later
4 days later a task is created to call
Deal won
Hubspot is the hero
If I started with a fresh email that is what hubspot would suggest so adding steps with a workflow to do the exact same task seems like a bad solution because now we have two processes that slow the sale cycle and I know hubspot goal is not to add more work to my sales team.
Painful this is not yet enabled. I have a prospect that has taken the exact action we want - REPLIED TO A SALES EMAIL - and we cannot continue the conversation with a sequence. torture.
We receive a lot of company registrations via our website. Companies that want to receive more information. 50% of the times however, they do not respond to the information we send them afterwards. A sequence for follow up in case of no response would be perfect here.
I can see this has not been addressed in last 2 years. I dont understand why the sequences start a new thread. I have created a sequence to follow up with a client after I have shared a proposal with him. I enrolled him to a sequence I created specifically for this purpose. Its a 4 event sequence with 2 follow up emails and 2 tasks to give him calls.
If the sequence is not replying to the original proposal email, it does not serve the purpose of following up.
Sequences should have the ability to amend to the ongoing conversation.
I'm updating this idea to "Being Reviewed". We're looking into a few variations of "replying with a sequence" and from some of the use-cases in your comments and from some customers I've spoke with, it sounds like there are a couple of ways folks think of "replying with a sequence".
1) After receiving an email, clicking "reply" and using a sequence to respond back instead of a one-off email. This seems to be the majority of feedback.
2) When sending an email to a contact, selecting an option to "follow-up" with a sequence.
We're primarily focused on #1, but would be interested to hear feedback on either.
I would love this feature. I use sequences sometimes to make sure there are automatic follow ups. Being able to enroll a contact in a sequence that just continues within an existing email thread would rock.
This is one of our top needed use cases for sequences. Specifically what was defined as use case 2: sequence as a follow-up to an email. For example, we are asking prospects to book a meeting. One of those prospects replies saying "will do". We want our first email to them to be a custom email written in Gmail (i.e. "Thanks John, we look forward to speaking.") and for him to receive 3 more emails with reminders if he didn't book a meeting. Thanks for the help!
We support this request as well! love the access to sequence in Gmail when creating a new email and thought is it should be an easy implementation into the reply within Gmail.
We have multiple layers to Sequences and the reply to one dictates the direction a subscribers goes into the next Sequence so this would be a great convenience and time saver!
Just want to give an update here because it has been some time since the last update came though, I'm sorry about that. This is still being reviewed, and a problem that we plan to prioritize this year, however, it will likely come later in the year, so I am updating the status here to Not Currently Planned.
We see a lot of value in solving this issue, especially in cases when folks are working from an email client. Once we have solved some core issues related to managing enrollments and reporting, we plan to priortize solving this problem.
Wow, just found out, after the fact, that I cannot add someone to a sequence from a reply email. This is couteractive to the whole reason we added hubspot sales to our account. Seems like this should be bumped up to a priority. Feels like more of an oversight issue then a design issue.
I saw a request from HS for more clarification on what is meant by "reply with a sequence" We would like the ability to add a customer to a sequence at any point in the converstation. If that sequence has an automated email as the first task then an emial would be sent right then. Or if you set up a task you can delay emails. But the point is that at anytime in the conversation we should be able to add to a sequence.
