HubSpot Ideas

hayesnelson

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
Delivered
July 22, 2021 12:06 PM

Hi Community!

 

The ability to enroll a contact into a sequence or set criteria to unenroll contacts, is now live to all Service Enterprise and Sales Enterprise customers! You will see the 'Enroll in Sequence' action listed under actions in Workflows.

 

We are still working on several related projects that I recommend folks follow, especially if you are interested more ways to set up automation between Sequenes and Workflows.

  1. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)
    1. Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
  2. Use sequences properties and activity as Contact filters in List and Workflows
    1. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and engagements
       

In Beta
May 26, 2021 08:08 AM

Hi Community,

 

I'd like to share some updates on the current beta for Enterprise customers and the upcoming features for Professional customers! A the bottom I've included a view of the designs we are currently planning and working towards for the Professional tier automation in Sequences. 

 

Sales/Service Enterprise feature: Enroll in sequence and unenroll from sequence workflow actions:

  • We now have over 180 active beta participants using the feature!
  • We are making some slights tweaks to the working and the UI, including a link to a Knowledge Base aticle that explains details on types of trigger criteria to avoid
  • We are implementing internal monitoring to be made aware of concerning usage that as potential for abuse. This will include any types of Workflows that will trigger more than 100 contacts to be enrolled in a sequence from the same criteria. We will work to make this more clear in the product, but while this feature does provide full flexibility in Workflows, we strongly discourage the use of this feature to enroll lists on contacts, or to create trigger criteria that would result in high volumes of proactive outreach

 

Sales/ Service Professional feature: Embedded automation within Sequences settings

  • This functionality will allow for automation via Workflows directly within the settings of any Sequence
  • The triggers here are more limited, but we feel cover a vast majority of the use-cases that we are excited to support!
  • We have made good progress from our research and internal alignment, and have broken ground on initial development
  • We've finished development to include a new "Automation" tab to Sequences
  • There are still several kinks and use-cases we need to work out in the designs before we have full confidence in all the details for how this will ultimately function, but we are feeling gooing about the general direction! 
  • Here is a video showcasing for this functionality may look like. This video is only showing designs, these are not yet features in betahttps://share.vidyard.com/watch/MJGiky5UM9V3chQSm9krXf?

In Beta
May 07, 2021 05:40 AM

Hi folks! I'm happy to let you all know that we've made a number of developments and we're now moving this idea to 'In beta'. We will begin accepting Enterprise customers into the beta next week. The Professional featurs (described below) are still in development, and I will update here once those features are also in beta.

 

We are developing automated enrollment and unenrollment of Sequences in 2 different places: automation settings added within Sequences, and Sequences actions added to Workflows.

 

In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows.  An 'Enroll in sequence' action and an `Unenroll from sequence` action.

 

  • `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. 
  • 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. If the contact is not enrolled in a Sequence, nothing will happen, the step will be skipped. This feature will also be available at the Sales and Service Enterprise tier.

Here's what this looks like: https://share.vidyard.com/watch/1geADNWkw9UQTSD3CgNGZs?

 

 

 

Still in development is an entirely new automation experience within Sequences that will allow for Workflow actions to be created within the settings of a Sequence. These settings will allow for automated enrollment of sequences, unenrollment of sequences, and soon more trigger actions and logic based on actions in Sequences. 

Here is a video showing some of the concepts that we are currently planning and developing. The images in these videos are concepts, and the final designs and functionality are subject to change!

 

Clip here: https://share.vidyard.com/watch/UnoELtNwDYkbVjBkSJvFqE?

 

In Planning
October 07, 2020 05:32 AM

Hi Community,

 

Thank you all for your patience as we reviewed and discussed the ability to "Use workflows to trigger a sequence". We're now planning to develop a solution to solve this need of automated enrollment. We will continue to monitor this board and provide an update once we are in development. 

 

Best,

Glen

Being Reviewed
April 15, 2020 08:58 AM

September 26, 2019 11:47 AM

Hi Community!

 

Thanks everyone who has contributed to this thread with comments and upvotes. We've been internally investigating ways to turn this idea into a reality. There are a number of great use-cases for how this could increase your teams efficiency, as well as numeruos potentially unwanted scenarios that we plan to avoid. This has made implementing a seemlingly simple feature to be surprisingly complicated!

 

If anyone would like to help, it would be great to discuss some of your use-cases, reasons, and ideas for how you would use this feature. I'd also like to share some questions and a few scenarios to get further thoughts and reactions to how we might implement this.  I plan to start setting up some calls in the next several weeks.

 

If you're interested, please send me a direct message!

 

- Glen

262 Replies
rodericks
Contributor

@glencornell Looks great, but is there also a possibility it will be added to Sales Professional? Its a pretty huge step between the two plans ofcourse..

CUrsu1
Contributor | Diamond Partner

Would have been nice to have the same functionality for Pro packages

AGoletti
Participant

Hello. It would be great if we could have a workflow for deals, to enroll the next available contact person in a sequence. I would want it to work as follows:

 

-I enroll a contact belonging to a deal onto a sequence

-The sequence ends with no replies for that contact. Because they haven't replied, the last step of the sequence generates a task for me to reach out to the next contact.

-A workflow is triggered by the task which enrolls the next available contact into the same sequence (provided that the next available contact has never been enrolled in any sequence before)

-The task is marked as completed

 

This would help me by avoiding manual work to enroll other deal contacts in the sequence

 

Feel free to move my request onto another thread if it fits in better elsewhere. Thank you.

eclecticv
Member

It is ridiculous that this is an "enterprise" feature. If our current subscription allows us access to Sequences and Workflows, then it should also allow us to use them together instead of having to upgrade to a much more expensive product tier.

Chris-Higgins
Contributor | Platinum Partner

@eclecticv 

It is ridiculous that this is an "enterprise" feature. If our current subscription allows us access to Sequences and Workflows, then it should also allow us to use them together instead of having to upgrade to a much more expensive product tier.

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I know there's a "pro version" of this feature in development, but I agree 100% with this statement. Workflows has been a Professional feature for as long as I can remember, and it makes me super nervous that HubSpot are now creating different versions of automation tools/features depending on whether you're an Enterprise or Professional customer.

Lee86
Participant | Partner

Totally agree! 

This feature was requested for long time by the community, the fact it was released only for enterprise level is extremely annoying!

jasonashaw
Contributor
You can get around this by using a combination of Zapier and Mailshake.
Create the Sequence in Mailshake.
Use a workflow to trigger a field update that then triggers Zapiers to
trigger the sequence in Mailshake. You can then use Zapier to update
Hubspot on whatever happens in Mailshake.

Best,
Jason

Jason Shaw
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Lee86
Participant | Partner

jasonashaw Thanks but I don't think that the solution should be paying to ANTOHER service. 

 

 

 

jasonashaw
Contributor
We use at least 4 different services and can do anything we can imagine. The Hubspot API is incredible and we don’t need to wait for Hubspot to add functionality. We just create it ourselves.
silvacarl
Member

totally makes sense.  which servcies do you have connected to the API?

 

carl

eclecticv
Member

@jasonashaw 
"We use at least 4 different services and can do anything we can imagine. The Hubspot API is incredible and we don’t need to wait for Hubspot to add functionality. We just create it ourselves."


Completely unrelated things. The discussion here isn't how useful the API is or is not, or the flexibility to add third-party services. The discussion is whether Hubspot should keep really basic features out of reach for paying customers for no discernible reason.

AMelton9
Participant

Any idea when Pro users will get this feature?

jasonashaw
Contributor
My bad. I thought you wanted the ability to trigger a sequence from a
workflow.
jasonashaw
Contributor
The main one is Zapier which can connect just about anything, but we also
use Mailshake which is an awesome yet very inexpensive emailing tool with
fantastic API connectivity. We also run our own server to read/write
directly through the Hubspot API. There are several other services we use
such as gmail, google docs, mysql, ring central, and several other
third-party apps. Pretty much anything that has API access can be connected.
AMelton9
Participant

That's what I want to do -- enroll in a sequence from a workflow. But currently, it's only available to Enterprise users. Trying to figure out a timeline for it to be available for us lowly Pro users. 

AMelton9
Participant

Zap doesn't have the ability to enroll a contact in a sequence, from what I could see...

jasonashaw
Contributor
Zap could trigger enrollment in a sequence built in mailshake.
AMelton9
Participant

Oh, gotcha. I think I'll wait for something a bit more native. Don't know how many more SAS solutions I can handle...haha

YiRui_Chua
HubSpot Employee

Hey team!

Just raising a suggsestion here.

Would be great if we can allow contact owners to be chosen within the workflow! Currently, it has to be a fixed user.

Thank you~

aguth
Participant

It is great that the feature is now available but a serious deficiency is that we can't set sender = contact owner. Without this it doesn't make any sense to enroll contacts from within worklflows. Now we have to define as many branches as potential senders, and this makes workflows for bigger sales teams very complicated to maintain in case of personal and role changes. I submitted this idea, please upvote: https://community.hubspot.com/t5/Sales-Hub-Tools/Set-sender-Contact-owner-if-contact-is-enrolled-int...