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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
Use workflow to trigger a sequenceHubSpot Produkt-Team
09-26-2019

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

121 Kommentare
BenWiddowson
Mitwirkender

We sell a digital product with a 30-day evaluation. We've had 10,000 downloads to date and need a way to nurture the customers who are evaluating and follow up when their eval expires.

Please implement a way for us to auto-enrol and trigger a sequence based on a form signup

Maka
Berater

This would be great to have indeed. I spend too much time kicking the sequences off instead of having it automated...

JonathanShoff
Mitwirkender

In this current age of automation, this should already be a feature of HubSpot.

 

Having this feature would provide a lot of value for current HubSpot customers, and not cost HubSpot very much to implement.

 

I realize that HubSpot does not want its customers spamming people, but limits could be placed on it to prevent that from happening. There are already limits to how many contacts you can enroll in a sequence per day.

momchl
Mitwirkender

 Agree! Definitelly will be useful to have this!

Andres_Presentr
Mitwirkender

Yep! I've made a sequence for if I leave a voicemail - It would be AMAZING if after I click "Left a voicemail" on the call tracker, it automatically enrolls my prospects into my left a voicemail sequence!

keriestewart
Stratege

this would be a great tool to have available, and i was suprised starting to use hubspot that it wasnt available. 

i can enrol a group into a workflow, but this doesnt suit for us or our clients, enorolling a daily group of new leads into a sequence works much better and is required automation for simple time saving

thanks

 

Carlnz
Berater

This automation is literally why I signed up to HubSpot.

I need webforms > HS sequencing. How is this not a thing?
Can this be done through Zapier? 

kloedesrosiers
Berater

Yes! Much needed.

austinpostler
Sachkundiger

Very good idea! It would be helpful for us to build automation around sequences.  

Alley-Samantha
Berater

 This is a great idea.