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'
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.
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:
Sales/ Service Professional feature: Embedded automation within Sequences settings
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.
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!
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.
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!
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