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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.
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.
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.
Even just the ability to know whether someone is or isnt in a sequence would help in workflows.
Yes, we need this. Bad.
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'.
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.
There is a property called "Currently In Sequence" that is either true/false/blank that you can use in Workflow enrollment, goals, or logic.
@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.
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!
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.
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