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
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

151 Commentaires
Contributeur occasionnel

+1

Nouveau contributeur

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.

Nouveau contributeur

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 Smiley clignant de l'œil xmas gift ?

Nouveau contributeur

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.

Nouveau contributeur

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!

Contributeur occasionnel

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?

Nouveau contributeur

+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.

Contributeur occasionnel

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

Contributeur occasionnel

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 

Contributeur occasionnel

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. 

Nouveau contributeur

Yes! Much needed.

Contributeur régulier

Have you heard anything back about this idea?

Nouveau contributeur

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

Contributeur occasionnel

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

Contributeur occasionnel

@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. 

Nouveau contributeur

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.

Nouveau contributeur

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

Contributeur occasionnel

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

Contributeur occasionnel

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

Contributeur occasionnel

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!