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 month 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

234 Replies
ROK1
Member

Can someone from Hubspot please reply with a comment? Seeing all these comments and not a peep from Hubspot is despicable.

YiRui_Chua
HubSpot Employee

Hi team,

 

commenting for a customer here


This is huge! Glad that we are looking into implementing this (: Can't wait!

alpuureedu
Member

So when this will be in effect?

Kees
Member
I don't know, the folks from Hubspot don't reply anymore
JakeOswald
Member

Any updates on how this feature build-out is coming? Would be monumental for our team...

rskousen
Member

We desperately need this feature. We have swamped Account Executives that don't have the time to check which contacts need to be enrolled in sequences.

 

If this was implemented, we could automatically enroll contacts in sequences as they move through the stages of a pipeline. As it is now, lots of time is wasted looking up contacts and enrolling them.

Alvaro_Sanz
Member

@community @here, can we try to MAKE SOME NOISE, so the Hubspot guys are incentivized to answer?

 

It definetely sounds like a simple feature, useful for multiple purposes.

 

The last update from them was more than half a year ago, and we need a clear view on when this will be implemented.

 

Let's make some noise!

ancaban
Participant

It'll be very useful for our company as well. In what stage are we now?

 

Thanks!

Kees
Member

So many people are asking for this, however Hubspot seems to ignore it. Why do we have this community if they give no attention to the requests on this site?

PhilipStorey
Member | Gold Partner

The fact that we have all been asking for an update for the past few weeks and haven't had a single murmur from Hubspot, I imagine this is now not in planning... can we please have an update? 

Jtucke6
Member

Every day I log in to HubSpot I am disappointed this capability is still not available.  We need a response from the HubSpot team as to when this will be available. It is slowing down productivity.

JoeMayall
HubSpot Product Team

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

aegraphics
Member

Great! Thanks Joe. This will be a huge benefit to many as you can tell!!

netsquire
Participant

I monitor the strangely obscure HubSpot Product Updates blog for news of this feature. The videos have improved. HubSpot no longer uses 5+ product managers to discuss the new features, which always seemed like a waste of their time. I mention this because it reminds me of HubSpot's current product matrix. It's getting unwieldy. It was a smart move to add customer service but doing so essentially added 4 new products that have to fight for features (Free, Starter, Pro, Enterprise). I can't argue with the stock price but it seems like Pro users are in a new feature desert these days, including automatic sequence enrollment in Sales Hub Pro. I'd like to see Starter and Pro merge into Small Business. I know it won't happen but it would create two very clear tracks for new features. The HubSpot CMS has only two versions — Pro and Enterprise.

TKlaassen
Member

This is a badly needed feature. It's a basic marketing need. We need an update from Hubspot - this is a company that prides itself on customer service and responsiveness - let's see some of that here! 

DSolar
Member

This seems so entirely logical to me that I just presumed it was something that could be done. Then I tried to implement it and the disappointment came crashing down.

 

This ability would make a massive difference to our sales process.

 

Soon....? Pleeeeeease.

 

 

Status updated to: In Beta
glencornell
HubSpot Product Team

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?

 

Kees
Member
Will this only be available for Enterprise users? The step from starter to
professional to enterprise are just too big for small companies
Ismail
Participant | Diamond Partner

How can I enroll a sales hub enterprise portal in the beta?

 

thanks 

Cathy_White
Participant

@glencornell - going forward, is this only going to be made available to Enterprise customers?