Use workflow to trigger a sequence

hayesnelson

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
Status updated to: In Beta
4 weeks ago

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?

Status updated to: In Beta
May 7, 2021

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?

 

Apr 20, 2021

Hey folks!

There's been some chatter on this thread so I wanted to hop in and provide an update. This feature is still "In Planning". Our Product team is currently developing a solution and testing it for potential side effects and unintended consequences. Once we're sure there will be no drawbacks we can move to the beta phase.

 

Any and all updates will be relayed on this thread, so stay tuned! I appreciate your patience and feedback as we work to deliver this solution. 

 

Best,

Joe

Ideas Forum Manager

Status updated to: In Planning
Oct 7, 2020

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

Status updated to: Being Reviewed
Apr 15, 2020

Sep 26, 2019

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

231 Replies
austinpostler
Participant

While we love being able to personalize sequence's, some of our sales campaigns are too large to justify personalizing each message that goes out.  Our sales reps live and breath the Sales Pro tools for automating & managing their communciation with prospects (sequences in particular) and do not work in the Marketing side of Hubspot, so for ease of use for our sales reps it would be great if we could automate sequence enrollment on some of our high volume campaigns.

JustinBarsketis
Member

interested in this as well, odd this isnt a default feature. especially for forms, it would be so easy to do

kelliott
Member

upvoted! hubspot product managers, can you please get on this? we have leads from a certain lead source that go into a standard yet unique sequence we've developed, but our SDRs have to manually enroll each lead into this sequence each and every time

KateKozyra
Participant

I agree. My company could really use this feature.

Nicfern
Participant

I also am looking for this functionality? (automate sequence enrolment from website form submission)
It would take a huge weight off our sales guys/SDR team. 


Does anyone else have any 'shortcuts' to achieve the same thing? 

Juuso
Member

Automating enrollment in sequences would be really helpful. In my opinion, having the ability to use workflows to enroll contacts in sequences would be the optimal solution. Even having the ability to use list memberships to bulk enroll contacts in sequences would be really nice and save a lot of time. 

Androgom
Member

This functionality could make the difference at my sales team. The manual follow up and finding deals that fit some special criteria can become very time-consuming. These automatical enrollments will help the team to spend more time Selling and not writing or copy-pasting templates in bulk. 

 

Thanks! 

philipB
Member | Partner

Agreed. A client asked me today if this was possible. I said, "I'd be shocked if it's not, but let me check to be sure." Guess what? I'm shocked. I'm regularly surprised though by some of the really obvious functionality HubSpot leaves out, so maybe I should be used to it by now. 

Sos-PDG
Member

One year later and I'm still waiting for this feature.

 

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Andrew3
Contributor

This feature would be so useful.  When the workflow moves a lead to a specific sequence campaign, it would be great if this sequence auto popped up for the exec to personalize and enroll.  AND/OR, optionally, or if the exec skips/delays an auto-triggered sequence, a list of auto-triggered sequences should be available for review and enrollment.

blackhawk
Participant

Every 5 minutes I find myself Googling some functionality for my brand new HubSpot account thinking, "No way this isn't a feature, I'm just new to this and can't find it..." LOL

 

So many basic functions missing from HubSpot. I'm already working on organizing my recently migrated data within HubSpot as I'm thinking I'm gonna be jumping ship sooner than later.

 

HubSpot customer since: 0.5 days ago

alowe
Member

Woud be great to have this, as someone commented before this seems like one of the many things you would assume Hubspot to have and then find out otherwise...

 

 

Will_Iam
Member

True... 

Either having the possibility in a workflow to stop when the prospect reply 

Or to trigger a sequence... 

1 year and still no news for this fundamental feature....  

PiteRock
Participant

We need this!

MattPutt
Contributor

We would also find this useful. In the interest of preventing spam, I can see it working as a feature in workflows, it's the perfect handoff between marketing and sales, when they reach certain trigger points, initiate a sequence to encourage the lead to contact/reply to the salesperson.

I'm also having trouble with this because I'd like to insert one of our sales guys meeting link into a marketing email but can't, so instead, I'm looking at creating a sequence, but it's pointless if I can't auto-enrol.

We need better cross marketing/sales functionality.

 

JustinTV
Member

It is very disappointing this isn't a feature right now.

 

Please make this happen.  Happy to provide insight to the product team if they have questions about anything from need to UX.

 

Justin

jay11
Member

I can't believe this isn't a thing yet. Please make it happen!

jasonmudd9
Member | Partner

Yes, please!

swh
Member

Agreed!  It's also frustrating that a workflow can't send any email other than a mass template.

 

If someone submits a contact form, I should be able to trigger a confirmation email without an unsubscribe link at the bottom...

RoxannePepin
Participant

Any word on when this will be implemented? This would save my sales team a lot of time and effort.