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
2 weeks ago

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
Kees
Member

It is the reason we don't buy Hubspit services and are looking for another solution that can fulfill this need.

amartin
Member

+1 here too

BTC
Member

FFS this is literally why I signed up to hubspot. I'm trying to make it so that when someone downloads an itinerary from my website it triggers a sequence through workflow. The options on workflow > email suck as they're just for large email marketing campaigns. How the heck isn't this alread a feature to have a trigger for a sequence rather then having to do it all manually. 

Koogness
Participant

This is something that would be very valuable!

BleapTEC
Member

+1 on the need for this feature!!!!

quamism
Member

Please let us know when we can expect this.

brandREACH
Contributor | Diamond Partner

Yes, definetely something more than very usefull.

hoodz101
Member

I can see a workflow is triggered by the ending of a sequence as well.

awdimmick
Member

I commented on another idea requesting the same thing, so hopefully Hubspot will see that many people are interested in this. 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 makes zero sense to me. 

jpchatt
Member

Thats it,

 

Would love to be able to enroll a user in a sequence from within a workflow.

 

This has been asked many times before over the years but I wasn't able to find an idea to upvote, that wasn't already marked as "Solved"

 

Even though it clearly was not solved

jpchatt
Member

This is not solved,

It's disingenuous of Hubspot to mark this as solved

granthanson
Contributor

Its 2019. Is this still not a possibility? 

wwickey
Member

+1 Also need this.

wwickey
Member

I also need this.

(I would suggest HS go back and un-mark those similar threads marked as "solved.")

For those who are working around this issue, what are you doing instead? (Triggering marketing emails via workflows, batching sequences daily, other.) 

Thanks. 

CarrieStaller
Member

Yes, we really want this too!!

gibsonada99
Member

Our team needs this as well!

rwoodmass
Member

+1 - need this!

Andyfordyce
Member

I cant believe this doesn't seem to be available and it is pretty frustrating that it isn't.

granthanson
Contributor

Just talked to a Hubspot employee at a local Hubspot meetup. They acknowledged this has been talked about for some time, but there is a difference of opinion on if they want to solve this.  They feel it may violate ethical standards because sequences should be "personal". I explained to them that i wante to enroll someone that didn't sign up for my SaaS due to "timing" and put them into a "timing" sequence. They understood the use case and said, "we're talking about it". 

 

As a hack - I'm playing around with Mix Max which is awesome. I haven't tested it yet fully but looks like you can trigger a MixMax sequence with a Hubspot Webhook. 

jeff_from_zoe
Member

Hi Dev team,

 

Are you all working on a way to trigger email sequences through workflows? 

 

Sequences are the most powerful tool our team uses in hubspot - the least input to produce the greatest output.  It would be helpful to live in a world where sequences can be triggered automatically from changes in contact properties. 

 

Is this on the product roadmap in the immediate future?

 

Thanks for your consideration!


Jeff