Use workflow to trigger a sequence

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.

 

I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'

HubSpot updates
Re: Use workflow to trigger a sequenceHubSpot Moderator
06-27-2017

@hayesnelson  A sales emails is defined as a 1:1 email sent from the CRM or from a connected Gmail/Outlook inbox. A marketing emial is a 1:many blast send using the HubSpot marketing email app. Looks like you can dupe the sequnce in the workflow!

 

Ed 

123 Replies
HubSpot Employee
HubSpot Employee

Automate enrollment in sequences, so that everyone who filled out a form could be enrolled. 

hayesnelson
Occasional Contributor

Can I use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM?

 

I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y'

 

I'm not seeing a way to do this when building out a workflow in the marketing side. Thoughts?

HubSpot Moderator
HubSpot Moderator

Hi @hayesnelson  At this time it is not possible to trigger a sequence within a workflow. 

However, this is a great suggestion. Can you head over to the ideas forum and add this as a post?

 

Ed

hayesnelson
Occasional Contributor

I could rebuild the sequence as a workflow...is there a way to kill a workflow based off a reply? @edjusten

HubSpot Moderator
HubSpot Moderator

@hayesnelson   You can disenroll someone from a workflow if they meet a specific goal, but answering an email can not be used as a goal criteria in a workflow. Workflow goal criteria are explained here.

 

Ed

hayesnelson
Occasional Contributor

@edjusten is a sale email defined as one sent via a rep or from the CRM side and a marketing email defined as an email that would be sent from the marketing side (as in ones sent from a workflow)?

Resason I ask is a goal can be set to un-enroll if 'recent sales email replied date is known'

amp
Occasional Contributor

It makes no sense that HubSpot does not allow you to automatically launch a sequence in a workflow.  This should not be a manual step each time you get a new lead.

HubSpot Moderator
HubSpot Moderator

@hayesnelson  A sales emails is defined as a 1:1 email sent from the CRM or from a connected Gmail/Outlook inbox. A marketing emial is a 1:many blast send using the HubSpot marketing email app. Looks like you can dupe the sequnce in the workflow!

 

Ed 

hayesnelson
Occasional Contributor

If that sequence establishes a regular cadence of internal and external communication and tasks for my team, why not?

Sos-PDG
New Contributor

Yes!!! Very surprised that this feature isn't avaliable.