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
Status updated to: Delivered
a week 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 beta

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:




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:


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. 




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. 




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

Strange that this is not available. I've seen something like this setup with Marketo and Salesforce. 


This would be great for form submissions sales follow-up. 


A sales inquiry form is submitted. This triggers a workflow that sends an automated follow-up email, creates a deal, and notifies a sales representative of a potential customer. The workflow then enrolls that potential customer in a sequence that will automatically carry out the initial sales-ready outreach until the potential customer engages with the messages. 

This capability will put efficiency through the roof for my sales team!


We would also love this feature! We can't send emails from a workflow because it won't unenroll a contact when they respond to an email- whereas sequences will. 


any update on this? we would appreciate this feature as well  


Unfortunately despite all the requests still no answer from Hubspot


Yes, please!


Would it also be possible to also have this in reverse? Once a sequence has been completed the contacts are then enrolled into a workflow. 


Would be great if workflows could be created for sales pro. For instance, create a workflow for new contacts created (synced from SF) and auto enroll those contacts into our persona sequences rather than have to do this manually. Automate that entire process.


Right now we wait for account/contacts to sync from Salesforce. Once they come into hubspot we open them up and manually enroll, it would allow us to move faster if this was automatic.
If daily limits are hit in one day in, it just auto picks back up following day. Rolling list kinda thing.

Please do it!!


We figured out a workaround to automatically unenroll a contact from a sequence if they don't respond to an email. 

We are using sequences and contacts can respond by calling us, or even just taking an action without ever resplying to the email. If the contact does either of these things we want to automatically unenroll them from the sequence.


We created a dynamic list for users enrolled in sequences (you could create a static list and add users to that list based on a workflow).

Using Zapier, we trigger the zap based on an event. The zap looks up the contact in Hubspot, filters to see if they are in our target list. If the contact is in the list, the zap automatically create an engagement (eg Meeting) for the contact. Adding the meeting instantly unenrolls the contact from the sequence.

We've tested it and it appears to be working.


Note: A meeting date is required. We jsut used the date/time stamp of the event, but the meeting date needs to be in UTC format. We had to use the zap formatter to change our  date to UTC.


Good luck!


Any more thoughts on this? It would be a huge help to our automation goals. I hate to think I would need to go to zapier or do some other hack to pull this off.


I would like to set up an automated sequence so that when a lead fills out a form, they get pushed into a sales process automatically and will get emails/meeting links, etc from the contact owner they were assigned to. This will take a lot of manual work away from sales people until they get a reply.




THIS IS A MUST. When someone fills out a form on your website, they should be automatically enrolled in a sequence.



we will beta test any time you want!


Smiley Happy


Any updates? Really neccessary!


Would be very nice if this would work.


Need the trigger to make automation truly work well

Status updated to: Being Reviewed
HubSpot Product Team

FYI, Until HubSpot builds this capability, you can use MailShake as an interim method to achieve this result. MailShake connects very nicely to Hubspot through Zapier, and MailShake offers some fairly robust API functionality, too, if you have the capability to utilize it. You can create a sequence in MailShake, and add contacts based on a trigger within HubSpot, and you could equally unenroll from the sequence based on HubSpot activity. 


Just thought I'd share this workaround. Good luck!

Member | Partner

Big YES to this idea