The ability to use sequence behavior in workflows

Worklows should have to ability to use sequence completions or starts as trigger for following actions.

 

Example: A workflow that changes a contact property field should a sequence be completed.

HubSpot updates
21 Replies
BrittanyBalog
New Contributor

Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list

 

For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action" things like that.

krisrussell
New Member

This would be tremendously helpful.  I currenlty have just under a thousand folks that have finished a sequence, but we want to move to drip campaigns.  The ability to do that in bulk would be exceptional.

jasonsongtrust
Occasional Contributor

Even just the ability to know whether someone is or isnt in a sequence would help in workflows. 

ericjhinson
Occasional Contributor

Yes, we need this. Bad.

chris13
New Contributor

I'd like to automatically update deal status after a sequence has run.

 

We use sequences to reach out to potential customers, so after 5 sequence emails we'd like to update the deal to 'Close Lost'.

Eumari
Regular Contributor

Hello, 

An Idea to save time here:

In Order to avoid having to change manually the lead status contact by contact after a senquence is completed,it will be great to be able to create a workflow that allow us to automatically change the lead status of leads whose sequence has come to an end.

Eleven11
Regular Contributor

There is a property called "Currently In Sequence" that is either true/false/blank that you can use in Workflow enrollment, goals, or logic.

BrittanyBalog
New Contributor

@Eleven11 thank you so much for the feedback! I'll try this out and see if it works for what we're trying to accomplish.

mfield
Occasional Contributor

I agree. I don't even need to be able to automate this via a workflow, I'd like to just be able to do it to all contacts in a sequence in bulk. There is a "Currently in a sequence property" but you can't narrow that down to a specific sequence. This makes it very difficult to keep track of where people are at in the sales process for my team!

smith270
New Contributor

If a contact is enrolled in a sequence, once it ends, I would like to have a trigger that will automatically switch the contacts preperties so I know who has already been enrolled and I don't have hundereds of tasks a day popping up.

etrimble
Occasional Contributor

I would love this! I'd like to be able to bulk change people in a sequence -- once they've completed it, I'd love to be able to add an automation that changes the lead status.

ferojas87
New Contributor

I must make a workflow trigguer for the nurturing thats include the time when the sequence it´s over, for avoid the sequences and nurturing come at the same time.

Yazz
Top Contributor

Our company uses Sequences for numerous occasions but we would now like to track the contacts that complete the sequence.

 

The Sequence Status field is available under Sequences but not to use under Workflows.

 

If we could have this field as an Enrollment Trigger, it would be great for both Sales & Marketing Teams.

 

Marketing will be able to update Lead Status if a contact completed a sequence and then even enroll them into other Sequences if we see fit or just move them into a different bucket.

 

This functionality is a must if you would like to keep up with your lost or un-engaged contacts.

Sbstn
New Contributor

@hubspotteam any update regarding this idea?

mradelic
Occasional Contributor

We really need a possibility to unroll a contact from the sequence with a workflow.


Our sales agents are enrolling contacts into workflows after sending a quotation. Many times contacts are calling back or they came personally to our office - then the deal is closed or lost (agent manually change deal status to Closed Won / Closed Lost). 

 

And Hubspot continues to email these contacts because they are still in the sequence - it frustrates them of course.

 

It would not be a problem if I could be able to unenroll a contact from the sequence with a workflow when given condition (deal stage changed) is met.

Benjamin_Anton
Visitor

We also need this badly.

KatAddison
New Contributor

This would be so useful! I want to automate activity if a contact has made it through a sequence and not responded

trifectanetwork
Occasional Contributor

Upvoting this as we really need this ability

emilyhill
New Contributor

In the same boat as all previous contributors! Everything - yes.

markjnorman
Occasional Contributor

Yep, this would be great to have!