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: Delivered
Thursday

Hi Community!

 

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.

  1. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)
    1. Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
  2. Use sequences properties and activity as Contact filters in List and Workflows
    1. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and engagements
       

Status updated to: In Beta
May 26, 2021

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

242 Replies
pille
Participant

I hope not. If only available to enterprise customers that would be silly. This is a basic feature that should appeal to customers of every size.

netsquire
Participant

My take on @glencornell's post is that only Enterprise customers will get this functionality in Workflows but both Pro and Enterprise customers will get the lighter version in Sequences. If you watch the video, you can see that the Sequences implementation will support changes to Properties and Deals as triggers, which is what I suspect most people here want. It's not clear if you can use multiple parameters or if you're limited to using only one.

pille
Participant

Thanks @netsquire Maybe I'm wrong, but it appears you can trigger a workflow from a sequence, but will you be able to put someone in a sequence from workflow?

 

michaeljay201
Contributor

If this workflows >> sequences function is only available to Sales Enterprise for BETA, then I can understand that. However, since Workflows is on the Marketing side of the house, surely any customers at the Professional and Enterprise level for either Marketing or Sales (we are currently Marketing Enterprise + Sales Professional) would be valuable enough customers for the full functionality post-BETA. I would hope, anyway... 🙂

JMullencom
Member

It's great to see updates about sequence-workflow integrations. I'd also like to have:

1. A set of workflow triggers for Templates that we use in sequences. Such as, IF contact opened/replied to template A email, then set property value to B. Right now we can do this for marketing emails only, I guess. If I'm wrong could you all please point out if we can do this already?

2. Another integration could be, if sequence open rate/reply rate is equal to or greater than X, then enroll all of its contacts in this workflow while automatically excluding bounced/error contacts.

TMapes
Member

Yes, this is a feature that is absolutely necessary.  Would open up a world of automation capabilities.

Status updated to: In Beta
glencornell
HubSpot Product Team

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?
Daniel_13
Participant

Very interested in this idea, looking forward to testing it when it comes out (beta or otherwise)

anthropocentric
Member

Hi guys, I'm using this feature now, thank you.


Feature request: 

 

- When you go to create a new workflow

- When you add the "Enroll in a sequence" action

- It asks you for Sequence, Sender, and From email address.  Makes sense.

 

BUT, when you go to choose a Sender, it only gives you a list of named senders.  It does not allow you do choose "Owner" or "Contact Owner" or "Deal Owner."

 

This limits the usefulness of the feature.  As you know, sequences are automatically unenrolled when a person either A) replies to a message or B) schedules a meeting.


If all the sequences are sent from a specific named sender, then all of the (possible) meeting invites would reveal that same sender's calendar.   


We'd like to be able to choose "Contact Owner" or "Deal Owner."  And maybe if one does not exists we can specify a default owner.

Chris-Higgins
Contributor | Platinum Partner

@glencornell Thanks for the update Glen.  Super excited about this feature - I've been pestering pretty much everyone I know at HubSpot for sequences / one-to-one email automation since you guys launched sales automation way back at INBOUND 2017.  😁

 

With regards to triggering a sequence via a form submission, will it be possible to make the firing of the sequence conditional on a specific variable in a specific property on the form?  As an example, if my form has a dropdown that lists three different products / services, and I want to send a different sequence to a contact depending on whether they're enquiring about product A, B or C, will that be possible?

 

Thanks again for the update, and really looking forward to seeing this functionality in the wild.

MariaWL
Member

Great idea!

NBenoit9
Member

This would be life saving, I can do it with apollo and would love to avoid using a zapier or 3rd party integration to do that.

Akamu77
Participant

Nice work @glencornell !  Once you've verified that there isn't abuse happening with auto-enroll, is that something on the roadmap to open up to Professional seats?  I'd love to be able to trigger enrollment in a workflow, based on a particular custom property value.  

parkerwoodward
Member

How do we get access to beta?

rodericks
Member

Hello there!

 

I was wondering if there is an update on this topic, and on which plans it will be available?

 

Also, is there any possibility to enter the beta testing ?

 

Thanks in advance!

 

 

Chris-Higgins
Contributor | Platinum Partner

@parkerwoodward @rodericks Beta access is dependent on your relationship with HubSpot, I think.  If you're a partner, try your CC. If you're a direct customer, speak to your customer success manager.

 

On availability, there's no official announcement on which plans / hubs will get this, but @glencornell has dropped some hints in a few of his posts back in the thread. Sounds like enterprise (presumably Service & Sales) upfront, with Pro getting a lighter version at an unspecified future date.

 

https://community.hubspot.com/t5/HubSpot-Ideas/Use-workflow-to-trigger-a-sequence/idc-p/435279/highl...

https://community.hubspot.com/t5/HubSpot-Ideas/Use-workflow-to-trigger-a-sequence/idc-p/441200/highl...

CHendrickson
Member

Fantastic idea. I have heard about the Beta testing for Enterprise customers and am looking forward to it when it is opened up for Professional customers as well.

thisisdatis
Contributor

@glencornell i requested to be a beta participant some time ago. Is this still a possibility? Also, any news on when this will be released to the masses? 

 

Really glad your team has taken the time to prioritize this powerful feature! 

 

Cheers.

andrew_thomas
Participant

HubSpot team, 

 

Thanks for this feature. This is a super powerful tool. I learned two things when using this funtion...

 

(1) When enrolling into a sequence from a workflow, I have to pick the sender name and email for the ssequence. I'd like an option to use the contact owner here so that in the case of round-robin assignment we don't need a separate workflow for each user. 

(2) When the sequence emails send, they do not pull in the sender's email signature. I've put in place a "stop-gap" by hard coding a signature in the specific temaplate, but this means a I need a separate set of templates and sequence for each sender. Additionally, if you change this so that the user's email signature is pulled in, it would be good to know so I can update my templates to avoid a "double signature."

 

Thanks for innovating in this space. This is a really nice function to have. 

 

Thank you, 

Andrew 

Status updated to: Delivered
glencornell
HubSpot Product Team

Hi Community!

 

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.

  1. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional)
    1. Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
  2. Use sequences properties and activity as Contact filters in List and Workflows
    1. Allow more sophisticated filtering criteria in Lists and Workflows, based entirely on Sequences data and engagements