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
Friday

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?

 

3 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

223 Replies
kainj
Member

yes please!! and option to automate un-enroll.

Lulubell
Member

My team also needs this! Any timeline or progress on this request? 

Kees
Member

We'll see if we can make a workaround via other tools. This is one of the most important features of a platform like Hubspot to realy add value. Having to do this manually costs too much.

bpprive
Member

I'm reading this thread and I don't believe what I see. When so many customers are asking for something in my business, the first thing to do is give them what they want. If one wants to spams, one is going to spam anyway via other tools. The philosophy behind may be virtuous, but people are doing it manually anyway, this is where philosophy has to meet pragmatism, because we need this too! And no improvement in nearly two years...

 

Sad to read as HS is king of inbound marketing, keeping the customers happy after they've been closed is not a bad thing to do either.

AstridvanDam
Participant

This would indeed be valuable for us! Use workflow to enroll contact in sequence + be able to refer to a workflow email in a sequence (to be able to do further follow up in this sequence)

HamzaS
Member

+1

ccorso
Member

We would also love this feature

DannyKing
Member

We need this too.

 

If Hubspot are concerned about Spam, just lmiit it to 150 enrollments per person like sequences already do. They could be batched if there are more than 150 to send out for the next day, or something like that.

 

Super frustrating to not have this automated - it creates mindless, time conusiming, unnecessary busywork for my SDRs who are enrolling people manually e.g. after a conference.

BC_BOT
Member

Hi HS team,

 

I was also surprised I couldn't do this - with the range of options in the workflow actions I was sure it would be possible.

 

A use case that I have - if we have a deal that has gone on hold for a long(ish) time, maybe too busy right now, we want to move them to another Pipeline (On Hold Pipeline), and depending on the stage of that Pipeline, then enrol them in a Sequence that will send emails and create tasks for the sales rep.

 

I know I can build another workflow and link to that - but we wan to to enroll into Sequences that we have already for other use. The Workflows will just duplicate work.

 

Thanks,

Raddixa
Member

Agreed it would be great to have workflows triggering sequences and sequences triggering workflkows

CraigVault
Member

I seriously can't believe that this is not available for people who are paying money to use Hubspot...there are so many tools out there that do this, it makes it very compelling to take a closer look at using other tools instead since there is no movement on this for 2 years.

 

...heavy sigh....disappointed...

markflint
Member

Agree with this. This is a vital addition that's needed. Having to kick this off manually is a big downside to what should be a big upside! For example, we would like to be able to enroll contacts who fill out particular forms in a sequence that fires even outside of office hours, so they can get an instant response rather than having to wait. As it is, we can't do that.

 

Please add this in soon!

dmdobsonjr
Member

You know, I assumed this was something that already existed. I spent forever hunting how to do it. Seems like it should have already existed!

TWR_Alves
Participant

This is just another example of lack of features Hubspot isn't addressing. Insane.

jonplaca
Participant

Given that Hubspot started off as a Marketing platform, I find this highly surprising that this feature isn't currently available.

Added my +1 to see if this helps with the Product Roadmap. 

Any transparency from Hubspot staff would be appreciated. 

BryceHolbrook
Member

Given the complexity of workflows I was very surprised to learn that this was not already a feature on Hubspot, I hope they add this soon as it would be an amazing tool to use.

Auryn
Member

Being able to enroll a contact in a sequence after they fill out a form seems like pretty core sales functionality.

egarciavaz
Participant | Platinum Partner

Is either this or adding the follow-up feature to regular forms!

Nadine_N
Contributor

Emilio,

You can set up email auto responder at the landing page level or add them to a workflow.

Let me know if you need help doing that.

PriscillaB
Participant

Is this feature already available or at least on the roadmap, Hubspot team?