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'
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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.
Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence.
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!
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.
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!
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.
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!
Good find netsquire - that does look like a good feature but unfortunately I belive it won't do what many of the people in this thread are asking for. Follow-up emails on forms are great for people that have filled out a form, but for other contacts we still need to manually go through and add every single one to a sequence and there's no way to automate that, unless you want to stick to marketing-only emails, which don't fit the use-cases well that sequences can.
Hubspot have been igorning this for a while... it sounds like they just don't want this functionality for some reason but they haven't elaborated as to why, despite many users asking for it. We're just looking at moving our outreach efforts outsude of Hubspot becuase it's not scalabale for us without automation for sequences for the SDR style outbound emails we do. Which of course significantly lowers the value of Hubspot to us as we scale because ideally we want everything in one place.
This is essential if we are going to extend automation into the sales process. Need to be able to send 1:1 email based on activity to save sales person time.
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!
This would be extremely helpful for us. We have multiple workflows that are based off of our web app and it would be helpful to have these leads be automatically enrolled in a sequence if they meet SQL criteria.
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.
So the workflow would move the contact to another pipeline & stage, then based on a time period or the stage of the new pipeline would enroll the deal contact into a sequence to rewarm the prospect and provide outreach cadence for the sales reps.
I know I can build another workflow and link to that - but we want to to enroll into Sequences that we have already for other use. The Workflows will just duplicate work.
I was flabbergasted that this feature was missing from the tool. We need to be able to automatically route leads to different sequences based on their activities, and we need HubSpot to help us manage sequence enrollments so we don't have leads getting enrolled in conflicting sequences or being reached out to by multiple people/too often/etc. The knee-jerk reaction would be to boil that down into something that prevents leads from being enrolled in more than one sequence at a time, but we'd need a way to control which sequences take priority and be able to move them between sequences based on their activity in real-time. That might involve some sort of controls to prevent leads from getting the most recent email or call from one sequence, being removed then added to another sequence, and getting the first call/email from the new sequence too close to when the call/email from the former sequence went out.
Use Case - We would like to use a workflow to unenroll a lead who has clicked a call to action link from the sequence they are in, and then enroll them into a new sequence more specific based upon their engagement. We hope to be able to drive more specific related content to that group of individuals.
We have a "New Client Onboarding Email" that we manually send out to new clients when their deal closes. This gives them all of the needed info to get them started. The template email contains fields from the deal, company and contact level records. The sequence tool allows us to pull from all 3 records and use personalization tokens. The only problem is....when a deal closes, I might as well send the template through gmail because I have to manually enroll the contact in Hubspot myself. We'd like to connect a workflow to a sequence to perform this action automatically.
Deal Stage becomes closed/won ----> Contact attached to deal gets enrolled in sequence. Sequence sends the contact their new client onboarding email which pulls info from the related deal.
Issues to mitigate here: I recognize that a contact could be connected to multiple deals and it won't know which deal info to pull into the sequence personalization fields.
One thought....build in deal, contact, and company level personalization tokens into the workflow email automation tool instead. Then we won't need to hook into the sequence tool.
I have a few cases where I would like to enroll a contact in a sequence from a workflow. Here's one.
When customers order brochures/catalogues on our website by filling in a form, a task is currently set up for a team member to send the brochures by post.
When she has done so, she mark the task as complete.
A workflow will look for contacts with a task; with a title containing "Send Brochures to" AND task status COMPLETE.
Then I would like to enroll this contact in a sequence, with the sender being the contact owner, to let them know the brocures are on their way.
And subsequently follow up over the following days/weeks.
Use-case: Someone that downloads a whitepaper on website (filled in a form) gets enrolled in a sequence of follow up emails with other whitepapers and call to actions.
So weird Hubspot isn't offering this already. But I'm glad you're going to implement the feature. The only question is how fast will you be able to?
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