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
a week ago

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?

 

4 weeks ago

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

224 Replies
darmlinatchaos
Participant

+1

Kees
Member

We organise events and register participants via Hubspot. We would like to send them a form with more detailed information after signing up. This is why we realy need this feature.

gilles
Member

Yes - this is crucial and the whole idea behind sequencing - for facebook leads for example, it's the perfect solution to follow up properly until the lead actually answers ! -

 

please 😉 xmas gift ?

chueb
Member

After more research i realized everything in Sequences can also be done in Workflows, and with Workflows you can set triggers to auto-enroll and you can use Emails instead of Templates to provide better analytics and control over the email.  You can also add additional steps in the Workflows like subscribing users, changing lead status, and complex if/then statements.  So now I just dont use Sequences and use Workflows instead.  I still think Sequences should have auto-enroll though, but i do love Workflows so i recommend just using those instead now.

joparisot
Participant

Hi @hayesnelson

I have exactly the same need as you here. Doesn't seem hubspot added this features since then. 

Were you able to find a workaround? 

 

Thanks!

lpitcock
Member

Need this too. For automating implementation followups. Any update? It **bleep** to have to manually spoonfeed/enroll when everything else is easily automated.  Any workarounds?

dpitcock
Member

+1 would be really helpful on automating dealflow. Perhaps if the contact properties are complete (as they should be because it's in a deal), then it will enroll, if not, a task for someone to visit and manually enroll. Dealflow or sales and especially after-sales like onboarding are really important to not miss a beat, so automation here is really needed.

liongardbobby
Participant

Please build this. Enrolling in a sequence from a workflow and sending sales templates from workflows.

karinamariotti
Participant

This would be great for tickets to. 

 

For example: a ticket moves to a stage, it triggers a workflow that put contact associated with hat ticket into a sequence 

karinamariotti
Participant

Would be awesome to have this! A good example is tickets. 

 

I would like to automatically enroll associated contact tied to a ticket that moves to a certain stage so that a CSM can follow up with an automated email and if they don't respond, a call. 

MattB
Member

Yes! Much needed.

Nadine_N
Contributor

Have you heard anything back about this idea?

Kees
Member

No, unfortunately not. It realy would make it worth paying for.

JustinBarsketis
Member

I talked to a support agent a while back and he said that it is not possible due to some email guidelines they have to follow, at least in an easy way. That emails are not allowed to be sent to new users without your explicit permission, i.e. enrolling them individually. This is probably to cut down on potential bots sending spam on your forms, or some guidelines they follow to stay on good terms with email providers, idk

karinamariotti
Participant

@JustinBarsketis point from support is an interesting one, but only really applies to sales. I am in Customer Success and  I want to enroll customers into sequences automatically that have already opted in and are using our products. 

Kees
Member

That's how I would like to use it too, to send a confirmation mail with a downloadlink or requested information concerning the form they filled out.

ericnetsch
Member

Enrolling into sequences from a workflow is definetly necessary for basic CRM functionality.

JorgenDavidson
Participant

Can not believe that this is not a feature. Massive gap and I am not delighted.

JorgenDavidson
Participant

Can't believe this is not a featuer. I am not delighted to hear this.

awdimmick
Member

This is possibly one of the largest feature gaps for HubSpot's platform. Considering you can auto enroll a new contact to a marketing email workflow, not being able to auto enroll into a sales sequence seems so ludicrous. If the issue is spam, what's keeping HubSpot users from spamming their contacts with automated marketing emails? This is definitely needed!